SOA Wealth Advisors’s Green Brick Partners GRBK Stock Holding History

SOA Wealth Advisors’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	–	Sell	-37	Closed	-$2.38K	–	917
2026 Q1	$2.38K	Hold	37	–	–	﹤0.01%	699
2025 Q4	$2.32K	Hold	37	–	–	﹤0.01%	705
2025 Q3	$2.73K	Hold	37	–	–	﹤0.01%	712
2025 Q2	$2.33K	Hold	37	–	–	﹤0.01%	701
2025 Q1	$2.16K	Hold	37	–	–	﹤0.01%	694
2024 Q4	$2.09K	Hold	37	–	–	﹤0.01%	682
2024 Q3	$3.09K	Hold	37	–	–	﹤0.01%	642
2024 Q2	$2.12K	Hold	37	–	–	﹤0.01%	669
2024 Q1	$2.23K	Hold	37	–	–	﹤0.01%	697
2023 Q4	$1.92K	Hold	37	–	–	﹤0.01%	704
2023 Q3	$1.54K	Hold	37	–	–	﹤0.01%	735
2023 Q2	$2.1K	Hold	37	–	–	﹤0.01%	722
2023 Q1	$1.3K	Hold	37	–	–	﹤0.01%	769
2022 Q4	$897	Hold	37	–	–	﹤0.01%	802
2022 Q3	$0	Hold	37	–	–	﹤0.01%	876
2022 Q2	$0	Hold	37	–	–	﹤0.01%	887
2022 Q1	$0	Hold	37	–	–	﹤0.01%	936
2021 Q4	$1K	Hold	37	–	–	﹤0.01%	821
2021 Q3	$0	Hold	37	–	–	﹤0.01%	926
2021 Q2	$0	Buy	+37	New	+$886	﹤0.01%	899

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

SOA Wealth Advisors's GRBK Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Green Brick Partners (GRBK) in Q2 2026, closing a stake of 37 shares — an estimated $2.38K sold.

SOA Wealth Advisors first reported a position in GRBK in Q2 2021 and held it in 20 quarters. The position peaked at $3.09K in Q3 2024. 324 funds tracked by Wall St. Rank hold GRBK as of Q2 2026.

SOA Wealth Advisors reported no remaining Green Brick Partners position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 37 Green Brick Partners shares in Q2 2026, an estimated $2.38K.
SOA Wealth Advisors first reported a position in Green Brick Partners in Q2 2021 and held it in 20 quarters.
SOA Wealth Advisors's Green Brick Partners position peaked at $3.09K in Q3 2024.
324 funds tracked by Wall St. Rank held Green Brick Partners as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.