CFG
MHO icon

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
Q2 		$301K Sell
1,872
-1,105
-37% -$148K 0.18% 75
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 $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

Copley Financial Group's MHO Position: Q2 2026 in Review

Copley Financial Group reduced its M/I Homes (MHO) stake by 37% in Q2 2026, selling an estimated $148K and leaving 1,872 shares worth $301K. The position accounts for 0.18% of the portfolio, ranked #75.

Copley Financial Group first reported a position in MHO in Q4 2025 and has held it in 3 quarters since. The position peaked at $408K in Q4 2025. 352 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Copley Financial Group held 1,872 shares of M/I Homes worth $301K as of Q2 2026.
  • Copley Financial Group sold 1,105 M/I Homes shares in Q2 2026, an estimated $148K.
  • M/I Homes made up 0.18% of Copley Financial Group's portfolio in Q2 2026, its #75 holding.
  • Copley Financial Group first reported a position in M/I Homes in Q4 2025 and has held it in 3 quarters since.
  • Copley Financial Group's M/I Homes position peaked at $408K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.