Bell Investment Advisors, Inc

Position in GRBK — Green Brick Partners, Inc.

CIK 1890149 ORINDA, CA

Position in GRBK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,322

+$327 QoQ

Shares Held

-12.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#285

of 323 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $104,060 across 11 Residential Construction names. GRBK ranks #8 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	197	$32,087
2	PHM	Pultegroup Inc/Mi/	182	$24,972
3	MHO	M/I Homes, Inc.	89	$14,310
4	MTH	Meritage Homes CORP	107	$8,971
5	LEN	Lennar Corp /New/	69	$6,228
6	KBH	Kb Home	89	$5,570
7	TOL	Toll Brothers, Inc.	27	$4,448
8	GRBK	Green Brick Partners, Inc. This page	54	$4,322

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,322	54	-12.9%	Shares	Sole	2026-08-07
2026-03-31	$3,995	62	0.0%	Shares	Sole	2026-04-17
2025-12-31	$3,884	62	0.0%	Shares	Sole	2026-02-24
2025-09-30	$4,579	62	-18.4%	Shares	Sole	2025-11-21
2025-06-30	$4,778	76	+76.7%	Shares	Sole	2025-08-11
2025-03-31	$2,507	43	0.0%	Shares	Sole	2025-05-16
2024-12-31	$2,429	43	+22.9%	Shares	Sole	2025-02-07
2024-09-30	$2,923	35	0.0%	Shares	Sole	2024-11-13
2024-06-30	$2,003	35	0.0%	Shares	Sole	2024-08-08
2024-03-31	$2,108	35	0.0%	Shares	Sole	2024-05-08
2023-12-31	$1,817	35	-22.2%	Shares	Sole	2024-02-14
2023-09-30	$1,867	45	+400.0%	Shares	Sole	2023-11-08
2023-06-30	$511	9	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.