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

Brown 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
2026
Q2 		$599K Sell
3,724
-34
-0.9% -$4.55K 0.21% 101
2026
Q1 		$460K Buy
3,758
+354
+10% +$47.7K 0.17% 115
2025
Q4 		$436K Buy
+3,404
New +$450K 0.16% 128

Other funds holding MHO

BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brown Financial Advisors's MHO Position: Q2 2026 in Review

Brown Financial Advisors reduced its M/I Homes (MHO) stake by 0.9% in Q2 2026, selling an estimated $4.55K and leaving 3,724 shares worth $599K. The position accounts for 0.21% of the portfolio, ranked #101.

Brown Financial Advisors first reported a position in MHO in Q4 2025 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Brown Financial Advisors held 3,724 shares of M/I Homes worth $599K as of Q2 2026.
  • Brown Financial Advisors sold 34 M/I Homes shares in Q2 2026, an estimated $4.55K.
  • M/I Homes made up 0.21% of Brown Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • Brown Financial Advisors first reported a position in M/I Homes in Q4 2025 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.