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Bogart Wealth LLC’s LGI Homes LGIH Stock Holding History

Bogart Wealth LLC’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 		$2.42K Buy
+38
New +$1.82K ﹤0.01% 1409

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

Bogart Wealth LLC's LGIH Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in LGI Homes (LGIH) in Q2 2026: 38 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #1409 among its holdings.

252 funds tracked by Wall St. Rank hold LGIH as of Q2 2026.

  • Bogart Wealth LLC held 38 shares of LGI Homes worth $2.42K as of Q2 2026.
  • LGI Homes was a new Bogart Wealth LLC position in Q2 2026.
  • LGI Homes made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1409 holding.
  • 252 funds tracked by Wall St. Rank held LGI Homes as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.