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Copley Financial Group’s M/I Homes MHO Stock Holding History

Copley Financial Group’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
Q1 		$365K Sell
2,977
-211
-7% -$28.4K 0.22% 81
2025
Q4 		$408K Buy
+3,188
New +$421K 0.25% 71

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Copley Financial Group's MHO Position: Q1 2026 in Review

Copley Financial Group reduced its M/I Homes (MHO) stake by 6.6% in Q1 2026, selling an estimated $28.4K and leaving 2,977 shares worth $365K. The position accounts for 0.22% of the portfolio, ranked #81.

Copley Financial Group first reported a position in MHO in Q4 2025 and has held it in 2 quarters since. The position peaked at $408K in Q4 2025. 332 funds tracked by Wall St. Rank hold MHO as of Q1 2026.

  • Copley Financial Group held 2,977 shares of M/I Homes worth $365K as of Q1 2026.
  • Copley Financial Group sold 211 M/I Homes shares in Q1 2026, an estimated $28.4K.
  • M/I Homes made up 0.22% of Copley Financial Group's portfolio in Q1 2026, its #81 holding.
  • Copley Financial Group first reported a position in M/I Homes in Q4 2025 and has held it in 2 quarters since.
  • Copley Financial Group's M/I Homes position peaked at $408K in Q4 2025.
  • 332 funds tracked by Wall St. Rank held M/I Homes as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.