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B. Riley Wealth Advisors’s Lennar Class A LEN Stock Holding History

B. Riley Wealth Advisors’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 		$362K Buy
3,986
+130
+3% +$11.6K 0.02% 561
2026
Q1 		$327K Buy
3,856
+461
+14% +$49.8K 0.02% 557
2025
Q4 		$349K Sell
3,395
-311
-8% -$37.6K 0.02% 649
2025
Q3 		$467K Sell
3,706
-2,875
-44% -$357K 0.02% 553
2025
Q2 		$728K Buy
+6,581
New +$713K 0.03% 416
2024
Q4 		$810K Sell
6,135
-328
-5% -$53.3K 0.03% 523
2024
Q3 		$1.17M Sell
6,463
-379
-6% -$63.5K 0.03% 453
2024
Q2 		$993K Sell
6,842
-3,283
-32% -$500K 0.03% 543
2024
Q1 		$1.1M Buy
10,125
+2,408
+31% +$362K 0.03% 494
2023
Q4 		$1.11M Sell
7,717
-2,408
-24% -$290K 0.03% 492
2023
Q3 		$1.1M Buy
10,125
+1,349
+15% +$158K 0.03% 494
2023
Q2 		$1.06M Sell
8,776
-3,208
-27% -$350K 0.02% 545
2023
Q1 		$1.22M Buy
11,984
+2,849
+31% +$275K 0.03% 482
2022
Q4 		$800K Sell
9,135
-3,369
-27% -$273K 0.02% 612
2022
Q3 		$903K Buy
12,504
+4,174
+50% +$324K 0.03% 534
2022
Q2 		$570K Buy
8,330
+2,211
+36% +$162K 0.02% 604
2022
Q1 		$482K Buy
6,119
+140
+2% +$12.6K 0.02% 770
2021
Q4 		$673K Buy
5,979
+107
+2% +$10.9K 0.02% 675
2021
Q3 		$537K Sell
5,872
-96
-2% -$9.5K 0.02% 738
2021
Q2 		$576K Buy
5,968
+3,069
+106% +$296K 0.02% 698
2021
Q1 		$265K Buy
+2,899
New +$244K 0.01% 1060
2015
Q1 		– Sell
-36
Closed -$2 – 1352
2014
Q4 		$2 Buy
+36
New +$1.49K ﹤0.01% 3407
2014
Q3 		– Sell
-215
Closed -$8.62K – 1339
2014
Q2 		$8.62K Buy
+215
New +$8.15K ﹤0.01% 1847

Other funds holding LEN

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

B. Riley Wealth Advisors's LEN Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Lennar Class A (LEN) stake by 3.4% in Q2 2026, buying an estimated $11.6K and bringing the position to 3,986 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #561.

B. Riley Wealth Advisors first reported a position in LEN in Q2 2014 and has held it in 23 quarters since. The position peaked at $1.22M in Q1 2023. 165 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • B. Riley Wealth Advisors held 3,986 shares of Lennar Class A worth $362K as of Q2 2026.
  • B. Riley Wealth Advisors bought 130 Lennar Class A shares in Q2 2026, an estimated $11.6K.
  • Lennar Class A made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #561 holding.
  • B. Riley Wealth Advisors first reported a position in Lennar Class A in Q2 2014 and has held it in 23 quarters since.
  • B. Riley Wealth Advisors's Lennar Class A position peaked at $1.22M in Q1 2023.
  • 165 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.