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Avion Wealth’s LGI Homes LGIH Stock Holding History

Avion Wealth’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
Q2 		$361K Buy
5,673
+13
+0.2% +$621 0.07% 71
2026
Q1 		$223K Sell
5,660
-33
-0.6% -$1.61K 0.05% 98
2025
Q4 		$244K Buy
5,693
+8
+0.1% +$375 0.05% 87
2025
Q3 		$293K Hold
5,685
– – 0.06% 72
2025
Q2 		$292K Sell
5,685
-1,396
-20% -$76.4K 0.07% 70
2025
Q1 		$633K Hold
7,081
– – 0.16% 44
2024
Q4 		$633K Sell
7,081
-1
-0% -$105 0.16% 44
2024
Q3 		$839K Buy
7,082
+6
+0.1% +$633 0.22% 36
2024
Q2 		$633K Buy
+7,076
New +$683K 0.17% 39
2023
Q4 		– Sell
-10
Closed – – 1229
2023
Q3 		$0 Hold
10
– – ﹤0.01% 1032
2023
Q2 		$1K Buy
+10
New +$1.2K ﹤0.01% 601

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Avion Wealth's LGIH Position: Q2 2026 in Review

Avion Wealth increased its LGI Homes (LGIH) stake by 0.23% in Q2 2026, buying an estimated $621 and bringing the position to 5,673 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #71.

Avion Wealth first reported a position in LGIH in Q2 2023 and has held it in 11 quarters since. The position peaked at $839K in Q3 2024. 252 funds tracked by Wall St. Rank hold LGIH as of Q2 2026.

  • Avion Wealth held 5,673 shares of LGI Homes worth $361K as of Q2 2026.
  • Avion Wealth bought 13 LGI Homes shares in Q2 2026, an estimated $621.
  • LGI Homes made up 0.07% of Avion Wealth's portfolio in Q2 2026, its #71 holding.
  • Avion Wealth first reported a position in LGI Homes in Q2 2023 and has held it in 11 quarters since.
  • Avion Wealth's LGI Homes position peaked at $839K in Q3 2024.
  • 252 funds tracked by Wall St. Rank held LGI Homes as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.