Ally Financial’s Lennar Class A LEN Stock Holding History

Ally Financial’s Portfolio LEN Stock Details LEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.08M	Buy	23,000 +3,000	+15%	+$268K	0.27%	92
2026 Q1	$1.74M	Hold	20,000	–	–	0.22%	86
2025 Q4	$2.06M	Hold	20,000	–	–	0.25%	76
2025 Q3	$2.52M	Buy	20,000 +7,000	+54%	+$869K	0.31%	71
2025 Q2	$1.44M	Buy	+13,000	New	+$1.41M	0.16%	85
2014 Q1	–	Sell	-36,770	Closed	-$1.39M	–	147
2013 Q4	$1.39M	Buy	+36,770	New	+$1.24M	0.15%	114

Other funds holding LEN

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Ally Financial's LEN Position: Q2 2026 in Review

Ally Financial increased its Lennar Class A (LEN) stake by 15% in Q2 2026, buying an estimated $268K and bringing the position to 23,000 shares worth $2.08M. The position accounts for 0.27% of the portfolio, ranked #92.

Ally Financial first reported a position in LEN in Q4 2013 and has held it in 6 quarters since. The position peaked at $2.52M in Q3 2025. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Ally Financial held 23,000 shares of Lennar Class A worth $2.08M as of Q2 2026.
Ally Financial bought 3,000 Lennar Class A shares in Q2 2026, an estimated $268K.
Lennar Class A made up 0.27% of Ally Financial's portfolio in Q2 2026, its #92 holding.
Ally Financial first reported a position in Lennar Class A in Q4 2013 and has held it in 6 quarters since.
Ally Financial's Lennar Class A position peaked at $2.52M in Q3 2025.
937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Ally Financial's 13F filing for Q2 2026, filed 13 Aug 2026.