BFSG LLC’s Lennar Class A LEN Stock Holding History

BFSG LLC’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 Q3	$7.59K	Buy	+93	New	+$7.81K	﹤0.01%	618
2025 Q1	–	Sell	-92	Closed	-$12.1K	–	695
2024 Q4	$12.1K	Sell	92 -63	-41%	-$10.2K	﹤0.01%	485
2024 Q3	$28.1K	Hold	155	–	–	﹤0.01%	418
2024 Q2	$22.5K	Hold	155	–	–	﹤0.01%	418
2024 Q1	$25.8K	Hold	155	–	–	﹤0.01%	430
2023 Q4	$22.4K	Buy	+155	New	+$18.7K	﹤0.01%	406
2022 Q2	–	Sell	-9,510	Closed	-$747K	–	208
2022 Q1	$747K	Sell	9,510 -4	-0%	-$360	0.12%	144
2021 Q4	$1.07M	Sell	9,514 -41	-0.4%	-$4.19K	0.15%	139
2021 Q3	$867K	Buy	+9,555	New	+$946K	0.13%	153
2021 Q2	–	Sell	-9,555	Closed	-$936K	–	167
2021 Q1	$936K	Sell	9,555 -136	-1%	-$11.4K	0.15%	129
2020 Q4	$715K	Sell	9,691 -30	-0.3%	-$2.25K	0.12%	148
2020 Q3	$769K	Sell	9,721 -289	-3%	-$20.5K	0.14%	120
2020 Q2	$597K	Buy	+10,010	New	+$511K	0.13%	128

Other funds holding LEN

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

BFSG LLC's LEN Position: Q3 2026 in Review

BFSG LLC opened a new position in Lennar Class A (LEN) in Q3 2026: 93 shares worth $7.59K. The stake represents ﹤0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: BFSG LLC previously reported a position in LEN as recently as Q4 2024.

BFSG LLC first reported a position in LEN in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.07M in Q4 2021. 473 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

BFSG LLC held 93 shares of Lennar Class A worth $7.59K as of Q3 2026.
Lennar Class A was a new BFSG LLC position in Q3 2026.
Lennar Class A made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #618 holding.
BFSG LLC first reported a position in Lennar Class A in Q2 2020 and has held it in 13 quarters since.
BFSG LLC's Lennar Class A position peaked at $1.07M in Q4 2021.
473 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.