CoreCap Advisors’s Beazer Homes USA BZH Stock Holding History

CoreCap Advisors’s Portfolio BZH Stock Details BZH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$133	Buy	+4	New	+$131	﹤0.01%	3020
2025 Q2	–	Sell	-12	Closed	-$245	–	2835
2025 Q1	$245	Buy	12 +4	+50%	+$96	﹤0.01%	2887
2024 Q4	$220	Hold	8	–	–	﹤0.01%	2715
2024 Q3	$273	Buy	+8	New	+$246	﹤0.01%	2443
2022 Q1	–	Sell	-1,500	Closed	-$35K	–	764
2021 Q4	$35K	Buy	+1,500	New	+$30.1K	﹤0.01%	1118

Other funds holding BZH

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

CoreCap Advisors's BZH Position: Q3 2026 in Review

CoreCap Advisors opened a new position in Beazer Homes USA (BZH) in Q3 2026: 4 shares worth $133. The stake represents ﹤0.01% of the portfolio and ranks #3020 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in BZH as recently as Q1 2025.

CoreCap Advisors first reported a position in BZH in Q4 2021 and has held it in 5 quarters since. The position peaked at $35K in Q4 2021. 27 funds tracked by Wall St. Rank hold BZH as of Q3 2026.

CoreCap Advisors held 4 shares of Beazer Homes USA worth $133 as of Q3 2026.
Beazer Homes USA was a new CoreCap Advisors position in Q3 2026.
Beazer Homes USA made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #3020 holding.
CoreCap Advisors first reported a position in Beazer Homes USA in Q4 2021 and has held it in 5 quarters since.
CoreCap Advisors's Beazer Homes USA position peaked at $35K in Q4 2021.
27 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.