Burkett Financial Services’s Lennar Class A LEN Stock Holding History

Burkett Financial Services’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	$7.18K	Buy	88 +1	+1%	+$84	﹤0.01%	313
2026 Q2	$7.92K	Buy	+87	New	+$7.78K	﹤0.01%	190

Other funds holding LEN

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Burkett Financial Services's LEN Position: Q3 2026 in Review

Burkett Financial Services increased its Lennar Class A (LEN) stake by 1.1% in Q3 2026, buying an estimated $84 and bringing the position to 88 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Burkett Financial Services first reported a position in LEN in Q2 2026 and has held it in 2 quarters since. The position peaked at $7.92K in Q2 2026. 8 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

Burkett Financial Services held 88 shares of Lennar Class A worth $7.18K as of Q3 2026.
Burkett Financial Services bought 1 Lennar Class A share in Q3 2026, an estimated $84.
Lennar Class A made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #313 holding.
Burkett Financial Services first reported a position in Lennar Class A in Q2 2026 and has held it in 2 quarters since.
Burkett Financial Services's Lennar Class A position peaked at $7.92K in Q2 2026.
8 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.