SageView Advisory Group’s Tri Pointe Homes TPH Stock Holding History

SageView Advisory Group’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
2026 Q1	–	Sell	-350	Closed	-$11K	–	2273
2025 Q4	$11K	Buy	+350	New	+$11.4K	﹤0.01%	1682

Other funds holding TPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SageView Advisory Group's TPH Position: Q1 2026 in Review

SageView Advisory Group sold out of Tri Pointe Homes (TPH) in Q1 2026, closing a stake of 350 shares — an estimated $11K sold.

SageView Advisory Group first reported a position in TPH in Q4 2025 and held it in 1 quarter. The position peaked at $11K in Q4 2025. 350 funds tracked by Wall St. Rank hold TPH as of Q1 2026.

SageView Advisory Group reported no remaining Tri Pointe Homes position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 350 Tri Pointe Homes shares in Q1 2026, an estimated $11K.
SageView Advisory Group first reported a position in Tri Pointe Homes in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Tri Pointe Homes position peaked at $11K in Q4 2025.
350 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.