Brendel Financial Advisors’s M/I Homes MHO Stock Holding History

Brendel Financial Advisors’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
2025 Q4	–	Sell	-1,404	Closed	-$203K	–	112
2025 Q3	$203K	Buy	+1,404	New	+$190K	0.1%	100

Other funds holding MHO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Brendel Financial Advisors's MHO Position: Q4 2025 in Review

Brendel Financial Advisors sold out of M/I Homes (MHO) in Q4 2025, closing a stake of 1,404 shares — an estimated $203K sold.

Brendel Financial Advisors first reported a position in MHO in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 338 funds tracked by Wall St. Rank hold MHO as of Q4 2025.

Brendel Financial Advisors reported no remaining M/I Homes position as of Q4 2025 after selling out during the quarter.
Brendel Financial Advisors sold 1,404 M/I Homes shares in Q4 2025, an estimated $203K.
Brendel Financial Advisors first reported a position in M/I Homes in Q3 2025 and held it in 1 quarter.
Brendel Financial Advisors's M/I Homes position peaked at $203K in Q3 2025.
338 funds tracked by Wall St. Rank held M/I Homes as of Q4 2025.

Based on Brendel Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.