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

CAPTRUST 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
Q3 		$957K Buy
7,084
+230
+3% +$33.9K ﹤0.01% 1795
2026
Q2 		$1.1M Buy
6,854
+411
+6% +$55K ﹤0.01% 1697
2026
Q1 		$789K Buy
+6,443
New +$867K ﹤0.01% 1731
2024
Q1 		– Sell
-2,579
Closed -$355K – 2450
2023
Q4 		$355K Sell
2,579
-29
-1% -$2.9K ﹤0.01% 1996
2023
Q3 		$219K Buy
2,608
+34
+1% +$3.14K ﹤0.01% 2226
2023
Q2 		$224K Buy
+2,574
New +$182K ﹤0.01% 2181
2022
Q3 		– Sell
-2,341
Closed -$93K – 3242
2022
Q2 		$93K Buy
2,341
+394
+20% +$17.1K ﹤0.01% 2248
2022
Q1 		$86K Buy
1,947
+433
+29% +$22.1K ﹤0.01% 2382
2021
Q4 		$94K Sell
1,514
-231
-13% -$13.8K ﹤0.01% 2208
2021
Q3 		$101K Buy
1,745
+51
+3% +$3.12K ﹤0.01% 2074
2021
Q2 		$99K Sell
1,694
-391
-19% -$25.2K ﹤0.01% 2039
2021
Q1 		$123K Buy
2,085
+1,543
+285% +$80.1K ﹤0.01% 1802
2020
Q4 		$24K Buy
542
+55
+11% +$2.48K ﹤0.01% 2169
2020
Q3 		$22K Buy
+487
New +$20.3K ﹤0.01% 1932

Other funds holding MHO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

CAPTRUST Financial Advisors's MHO Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its M/I Homes (MHO) stake by 3.4% in Q3 2026, buying an estimated $33.9K and bringing the position to 7,084 shares worth $957K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

CAPTRUST Financial Advisors first reported a position in MHO in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.1M in Q2 2026. 205 funds tracked by Wall St. Rank hold MHO as of Q3 2026.

  • CAPTRUST Financial Advisors held 7,084 shares of M/I Homes worth $957K as of Q3 2026.
  • CAPTRUST Financial Advisors bought 230 M/I Homes shares in Q3 2026, an estimated $33.9K.
  • M/I Homes made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #1795 holding.
  • CAPTRUST Financial Advisors first reported a position in M/I Homes in Q3 2020 and has held it in 14 quarters since.
  • CAPTRUST Financial Advisors's M/I Homes position peaked at $1.1M in Q2 2026.
  • 205 funds tracked by Wall St. Rank held M/I Homes as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.