Vista Finance’s Green Brick Partners GRBK Stock Holding History

Vista Finance’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	$361K	Sell	4,516 -227	-5%	-$15.7K	0.2%	30
2026 Q1	$306K	Sell	4,743 -226	-5%	-$15.9K	0.24%	32
2025 Q4	$311K	Sell	4,969 -240	-5%	-$15.8K	0.21%	37
2025 Q3	$385K	Sell	5,209 -2	-0%	-$137	0.26%	30
2025 Q2	$328K	Buy	5,211 +204	+4%	+$12.1K	0.28%	38
2025 Q1	$292K	Buy	5,007 +374	+8%	+$22.1K	0.25%	39
2024 Q4	$262K	Buy	+4,633	New	+$329K	0.27%	43

Other funds holding GRBK

SIC

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

HLCM

Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Vista Finance's GRBK Position: Q2 2026 in Review

Vista Finance reduced its Green Brick Partners (GRBK) stake by 4.8% in Q2 2026, selling an estimated $15.7K and leaving 4,516 shares worth $361K. The position accounts for 0.2% of the portfolio, ranked #30.

Vista Finance first reported a position in GRBK in Q4 2024 and has held it in 7 quarters since. The position peaked at $385K in Q3 2025. 82 funds tracked by Wall St. Rank hold GRBK as of Q2 2026.

Vista Finance held 4,516 shares of Green Brick Partners worth $361K as of Q2 2026.
Vista Finance sold 227 Green Brick Partners shares in Q2 2026, an estimated $15.7K.
Green Brick Partners made up 0.2% of Vista Finance's portfolio in Q2 2026, its #30 holding.
Vista Finance first reported a position in Green Brick Partners in Q4 2024 and has held it in 7 quarters since.
Vista Finance's Green Brick Partners position peaked at $385K in Q3 2025.
82 funds tracked by Wall St. Rank held Green Brick Partners as of Q2 2026.

Based on Vista Finance's 13F filing for Q2 2026, filed 16 Jul 2026.