City State Bank’s Lennar Class A LEN Stock Holding History

City State Bank’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 Q2	$7.78K	Hold	86	–	–	﹤0.01%	580
2026 Q1	$7.47K	Hold	86	–	–	﹤0.01%	573
2025 Q4	$8.84K	Sell	86 -25	-23%	-$3.02K	﹤0.01%	544
2025 Q3	$14K	Hold	111	–	–	﹤0.01%	485
2025 Q2	$12.3K	Hold	111	–	–	﹤0.01%	494
2025 Q1	$12.7K	Sell	111 -4	-3%	-$500	﹤0.01%	484
2024 Q4	$15.1K	Hold	115	–	–	0.01%	448
2024 Q3	$20.8K	Sell	115 -25	-18%	-$4.19K	0.01%	422
2024 Q2	$20.4K	Sell	140 -15	-10%	-$2.28K	0.01%	414
2024 Q1	$26K	Sell	155 -52	-25%	-$7.82K	0.01%	380
2023 Q4	$30K	Hold	207	–	–	0.02%	356
2023 Q3	$22K	Hold	207	–	–	0.01%	377
2023 Q2	$25K	Hold	207	–	–	0.01%	369
2023 Q1	$21K	Hold	207	–	–	0.01%	374
2022 Q4	$18K	Hold	207	–	–	0.01%	378
2022 Q3	$15K	Hold	207	–	–	0.01%	383
2022 Q2	$14K	Sell	207 -103	-33%	-$7.55K	0.01%	396
2022 Q1	$24K	Hold	310	–	–	0.01%	358
2021 Q4	$35K	Buy	+310	New	+$31.7K	0.02%	326

Other funds holding LEN

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return