SVB Wealth’s Builders FirstSource BLDR Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-2,651	Closed	-$331K	–	662
2025 Q1	$331K	Sell	2,651 -107	-4%	-$15.6K	0.01%	251
2024 Q4	$394K	Buy	+2,758	New	+$488K	0.01%	482
2024 Q3	–	Sell	-4,119	Closed	-$570K	–	90
2024 Q2	$570K	Sell	4,119 -529	-11%	-$89.8K	0.01%	409
2024 Q1	$969K	Sell	4,648 -213	-4%	-$39.4K	0.02%	355
2023 Q4	$811K	Sell	4,861 -639	-12%	-$84.9K	0.02%	371
2023 Q3	$685K	Sell	5,500 -293	-5%	-$40.4K	0.02%	379
2023 Q2	$788K	Sell	5,793 -289	-5%	-$32.1K	0.01%	380
2023 Q1	$540K	Buy	6,082 +546	+10%	+$43.3K	0.01%	520
2022 Q4	$359K	Buy	+5,536	New	+$346K	﹤0.01%	671
2021 Q4	–	Sell	-4,403	Closed	-$227K	–	829
2021 Q3	$227K	Buy	+4,403	New	+$215K	﹤0.01%	871

Other funds holding BLDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

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

SVB Wealth's BLDR Position: Q2 2025 in Review

SVB Wealth sold out of Builders FirstSource (BLDR) in Q2 2025, closing a stake of 2,651 shares — an estimated $331K sold.

SVB Wealth first reported a position in BLDR in Q3 2021 and held it in 10 quarters. The position peaked at $969K in Q1 2024. 773 funds tracked by Wall St. Rank hold BLDR as of Q2 2025.

SVB Wealth reported no remaining Builders FirstSource position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 2,651 Builders FirstSource shares in Q2 2025, an estimated $331K.
SVB Wealth first reported a position in Builders FirstSource in Q3 2021 and held it in 10 quarters.
SVB Wealth's Builders FirstSource position peaked at $969K in Q1 2024.
773 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.