Rise Advisors’s Tri Pointe Homes TPH Stock Holding History

Rise Advisors’s Portfolio TPH Stock Details TPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-16	Closed	-$511	–	1612
2025 Q2	$511	Sell	16 -15	-48%	-$460	﹤0.01%	1409
2025 Q1	$990	Buy	+31	New	+$1.06K	﹤0.01%	1263

Other funds holding TPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Rise Advisors's TPH Position: Q3 2025 in Review

Rise Advisors sold out of Tri Pointe Homes (TPH) in Q3 2025, closing a stake of 16 shares — an estimated $511 sold.

Rise Advisors first reported a position in TPH in Q1 2025 and held it in 2 quarters. The position peaked at $990 in Q1 2025. 354 funds tracked by Wall St. Rank hold TPH as of Q3 2025.

Rise Advisors reported no remaining Tri Pointe Homes position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 16 Tri Pointe Homes shares in Q3 2025, an estimated $511.
Rise Advisors first reported a position in Tri Pointe Homes in Q1 2025 and held it in 2 quarters.
Rise Advisors's Tri Pointe Homes position peaked at $990 in Q1 2025.
354 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.