Tocqueville Asset Management’s Builders FirstSource BLDR Stock Holding History

Tocqueville Asset 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	$20.2M	Buy	225,588 +26,063	+13%	+$2.08M	0.27%	102
2026 Q1	$16.4M	Buy	199,525 +10,966	+6%	+$1.17M	0.24%	116
2025 Q4	$19.4M	Sell	188,559 -26,231	-12%	-$2.95M	0.28%	96
2025 Q3	$26M	Sell	214,790 -3,737	-2%	-$496K	0.38%	67
2025 Q2	$25.5M	Buy	218,527 +66,391	+44%	+$7.66M	0.39%	80
2025 Q1	$19M	Buy	152,136 +29,206	+24%	+$4.25M	0.31%	94
2024 Q4	$17.6M	Buy	122,930 +36,359	+42%	+$6.43M	0.28%	94
2024 Q3	$16.8M	Buy	86,571 +49,391	+133%	+$8.19M	0.26%	101
2024 Q2	$5.15M	Buy	37,180 +6,797	+22%	+$1.15M	0.08%	172
2024 Q1	$6.34M	Sell	30,383 -1,039	-3%	-$192K	0.1%	164
2023 Q4	$5.25M	Sell	31,422 -1,644	-5%	-$218K	0.1%	170
2023 Q3	$4.12M	Sell	33,066 -11,666	-26%	-$1.61M	0.08%	191
2023 Q2	$6.08M	Sell	44,732 -364	-0.8%	-$40.5K	0.11%	165
2023 Q1	$4M	Sell	45,096 -10,590	-19%	-$839K	0.08%	202
2022 Q4	$3.61M	Sell	55,686 -10,579	-16%	-$661K	0.07%	220
2022 Q3	$3.9M	Buy	66,265 +422	+0.6%	+$26.4K	0.08%	205
2022 Q2	$3.54M	Buy	65,843 +643	+1%	+$39.4K	0.06%	250
2022 Q1	$4.21M	Hold	65,200	–	–	0.06%	258
2021 Q4	$5.59M	Hold	65,200	–	–	0.08%	232
2021 Q3	$3.37M	Sell	65,200 -10,900	-14%	-$532K	0.05%	301
2021 Q2	$3.25M	Sell	76,100 -9,640	-11%	-$447K	0.05%	319
2021 Q1	$3.98M	Buy	85,740 +3,515	+4%	+$150K	0.06%	284
2020 Q4	$3.36M	Buy	82,225 +20,181	+33%	+$715K	0.06%	279
2020 Q3	$2.02M	Buy	+62,044	New	+$1.68M	0.04%	307
2018 Q1	–	Sell	-9,500	Closed	-$207K	–	835
2017 Q4	$207K	Buy	+9,500	New	+$180K	﹤0.01%	762

Other funds holding BLDR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Tocqueville Asset Management's BLDR Position: Q2 2026 in Review

Tocqueville Asset Management increased its Builders FirstSource (BLDR) stake by 13% in Q2 2026, buying an estimated $2.08M and bringing the position to 225,588 shares worth $20.2M. The position accounts for 0.27% of the portfolio, ranked #102.

Tocqueville Asset Management first reported a position in BLDR in Q4 2017 and has held it in 25 quarters since. The position peaked at $26M in Q3 2025. 666 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Tocqueville Asset Management held 225,588 shares of Builders FirstSource worth $20.2M as of Q2 2026.
Tocqueville Asset Management bought 26,063 Builders FirstSource shares in Q2 2026, an estimated $2.08M.
Builders FirstSource made up 0.27% of Tocqueville Asset Management's portfolio in Q2 2026, its #102 holding.
Tocqueville Asset Management first reported a position in Builders FirstSource in Q4 2017 and has held it in 25 quarters since.
Tocqueville Asset Management's Builders FirstSource position peaked at $26M in Q3 2025.
666 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Tocqueville Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.