SkyOak Wealth’s Green Brick Partners GRBK Stock Holding History

SkyOak Wealth’s Portfolio GRBK Stock Details GRBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$294K	Sell	3,678 -125	-3%	-$8.63K	0.05%	185
2026 Q1	$245K	Sell	3,803 -527	-12%	-$37.1K	0.04%	211
2025 Q4	$271K	Sell	4,330 -193	-4%	-$12.7K	0.05%	204
2025 Q3	$334K	Buy	4,523 +221	+5%	+$15.1K	0.06%	174
2025 Q2	$271K	Buy	+4,302	New	+$255K	0.05%	190

Other funds holding GRBK

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

SkyOak Wealth's GRBK Position: Q2 2026 in Review

SkyOak Wealth reduced its Green Brick Partners (GRBK) stake by 3.3% in Q2 2026, selling an estimated $8.63K and leaving 3,678 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #185.

SkyOak Wealth first reported a position in GRBK in Q2 2025 and has held it in 5 quarters since. The position peaked at $334K in Q3 2025. 326 funds tracked by Wall St. Rank hold GRBK as of Q2 2026.

SkyOak Wealth held 3,678 shares of Green Brick Partners worth $294K as of Q2 2026.
SkyOak Wealth sold 125 Green Brick Partners shares in Q2 2026, an estimated $8.63K.
Green Brick Partners made up 0.05% of SkyOak Wealth's portfolio in Q2 2026, its #185 holding.
SkyOak Wealth first reported a position in Green Brick Partners in Q2 2025 and has held it in 5 quarters since.
SkyOak Wealth's Green Brick Partners position peaked at $334K in Q3 2025.
326 funds tracked by Wall St. Rank held Green Brick Partners as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.