Rockbridge Capital Management’s Builders FirstSource BLDR Stock Holding History

Rockbridge Capital Management’s Portfolio BLDR Stock Details BLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.71M	Sell	32,909 -2,829	-8%	-$302K	1.82%	15
2025 Q4	$3.68M	Buy	35,738 +231	+0.7%	+$26K	2.22%	14
2025 Q3	$4.31M	Sell	35,507 -1,179	-3%	-$156K	2.54%	14
2025 Q2	$4.28M	Buy	36,686 +8,298	+29%	+$958K	2.44%	15
2025 Q1	$3.55M	Buy	28,388 +11,279	+66%	+$1.64M	2.17%	14
2024 Q4	$2.45M	Buy	+17,109	New	+$3.03M	1.39%	15

Other funds holding BLDR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rockbridge Capital Management's BLDR Position: Q1 2026 in Review

Rockbridge Capital Management reduced its Builders FirstSource (BLDR) stake by 7.9% in Q1 2026, selling an estimated $302K and leaving 32,909 shares worth $2.71M. The position accounts for 1.82% of the portfolio, ranked #15.

Rockbridge Capital Management first reported a position in BLDR in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.31M in Q3 2025. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Rockbridge Capital Management held 32,909 shares of Builders FirstSource worth $2.71M as of Q1 2026.
Rockbridge Capital Management sold 2,829 Builders FirstSource shares in Q1 2026, an estimated $302K.
Builders FirstSource made up 1.82% of Rockbridge Capital Management's portfolio in Q1 2026, its #15 holding.
Rockbridge Capital Management first reported a position in Builders FirstSource in Q4 2024 and has held it in 6 quarters since.
Rockbridge Capital Management's Builders FirstSource position peaked at $4.31M in Q3 2025.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Rockbridge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.