AssetMark Inc
LGIH icon

AssetMark Inc’s LGI Homes LGIH Stock Holding History

AssetMark Inc’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$326 Buy
7
+2
+40% +$112 ﹤0.01% 3528
2026
Q2 		$318 Buy
+5
New +$239 ﹤0.01% 3366
2018
Q1 		– Sell
-6
Closed – – 1719
2017
Q4 		$0 Buy
+6
New +$381 ﹤0.01% 2007

Other funds holding LGIH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $90.5M AUM 17.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
KTF Investments
KTF Investments Seal Beach, California $932M AUM 49.49% 1-Year Est. Return
Montgomery Investment Management
Montgomery Investment Management Rockville, Maryland $329M AUM 29.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc's LGIH Position: Q3 2026 in Review

AssetMark Inc increased its LGI Homes (LGIH) stake by 40% in Q3 2026, buying an estimated $112 and bringing the position to 7 shares worth $326. The position accounts for ﹤0.01% of the portfolio, ranked #3528.

AssetMark Inc first reported a position in LGIH in Q4 2017 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold LGIH as of Q3 2026.

  • AssetMark Inc held 7 shares of LGI Homes worth $326 as of Q3 2026.
  • AssetMark Inc bought 2 LGI Homes shares in Q3 2026, an estimated $112.
  • LGI Homes made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3528 holding.
  • AssetMark Inc first reported a position in LGI Homes in Q4 2017 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held LGI Homes as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.