Bay Rivers Group’s M/I Homes MHO Stock Holding History

Bay Rivers Group’s Portfolio MHO Stock Details MHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$684K	Sell	4,255 -100	-2%	-$13.4K	0.23%	63
2026 Q1	$533K	Sell	4,355 -380	-8%	-$51.2K	0.22%	66
2025 Q4	$606K	Sell	4,735 -36	-0.8%	-$4.76K	0.25%	55
2025 Q3	$689K	Sell	4,771 -75	-2%	-$10.1K	0.29%	48
2025 Q2	$543K	Sell	4,846 -40	-0.8%	-$4.34K	0.25%	55
2025 Q1	$558K	Sell	4,886 -25	-0.5%	-$3.07K	0.29%	53
2024 Q4	$653K	Buy	4,911 +128	+3%	+$20.1K	0.32%	44
2024 Q3	$820K	Buy	4,783 +325	+7%	+$49.3K	0.41%	44
2024 Q2	$545K	Buy	4,458 +75	+2%	+$9.17K	0.28%	46
2024 Q1	$597K	Buy	4,383 +1,003	+30%	+$127K	0.33%	48
2023 Q4	$466K	Buy	+3,380	New	+$338K	0.29%	50

Other funds holding MHO

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bay Rivers Group's MHO Position: Q2 2026 in Review

Bay Rivers Group reduced its M/I Homes (MHO) stake by 2.3% in Q2 2026, selling an estimated $13.4K and leaving 4,255 shares worth $684K. The position accounts for 0.23% of the portfolio, ranked #63.

Bay Rivers Group first reported a position in MHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $820K in Q3 2024. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

Bay Rivers Group held 4,255 shares of M/I Homes worth $684K as of Q2 2026.
Bay Rivers Group sold 100 M/I Homes shares in Q2 2026, an estimated $13.4K.
M/I Homes made up 0.23% of Bay Rivers Group's portfolio in Q2 2026, its #63 holding.
Bay Rivers Group first reported a position in M/I Homes in Q4 2023 and has held it in 11 quarters since.
Bay Rivers Group's M/I Homes position peaked at $820K in Q3 2024.
351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Bay Rivers Group's 13F filing for Q2 2026, filed 9 Jul 2026.