Smallwood Wealth Investment Management’s Builders FirstSource BLDR Stock Holding History

Smallwood Wealth Investment 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 Q2	$8.95K	Hold	100	–	–	﹤0.01%	337
2026 Q1	$8.23K	Hold	100	–	–	﹤0.01%	338
2025 Q4	$10.3K	Hold	100	–	–	0.01%	311
2025 Q3	$12.1K	Hold	100	–	–	0.01%	303
2025 Q2	$11.7K	Hold	100	–	–	0.01%	300
2025 Q1	$12.5K	Buy	+100	New	+$14.5K	0.01%	291

Other funds holding BLDR

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Smallwood Wealth Investment Management's BLDR Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Builders FirstSource (BLDR) position steady in Q2 2026 at 100 shares worth $8.95K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Smallwood Wealth Investment Management first reported a position in BLDR in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.5K in Q1 2025. 183 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Smallwood Wealth Investment Management held 100 shares of Builders FirstSource worth $8.95K as of Q2 2026.
Smallwood Wealth Investment Management left its Builders FirstSource share count unchanged in Q2 2026.
Builders FirstSource made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #337 holding.
Smallwood Wealth Investment Management first reported a position in Builders FirstSource in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Builders FirstSource position peaked at $12.5K in Q1 2025.
183 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.