Corient Private Wealth
LGIH icon

Corient Private Wealth’s LGI Homes LGIH Stock Holding History

Corient Private Wealth’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$678K Buy
10,648
+5,116
+92% +$245K ﹤0.01% 2030
2026
Q1 		$219K Buy
+5,532
New +$270K ﹤0.01% 2508
2024
Q2 		– Sell
-24,007
Closed -$2.79M – 2355
2024
Q1 		$2.79M Buy
24,007
+7,833
+48% +$925K 0.01% 880
2023
Q4 		$2.15M Sell
16,174
-4,658
-22% -$517K ﹤0.01% 971
2023
Q3 		$2.07M Buy
+20,832
New +$2.59M ﹤0.01% 900

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Corient Private Wealth's LGIH Position: Q2 2026 in Review

Corient Private Wealth increased its LGI Homes (LGIH) stake by 92% in Q2 2026, buying an estimated $245K and bringing the position to 10,648 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Corient Private Wealth first reported a position in LGIH in Q3 2023 and has held it in 5 quarters since. The position peaked at $2.79M in Q1 2024. 252 funds tracked by Wall St. Rank hold LGIH as of Q2 2026.

  • Corient Private Wealth held 10,648 shares of LGI Homes worth $678K as of Q2 2026.
  • Corient Private Wealth bought 5,116 LGI Homes shares in Q2 2026, an estimated $245K.
  • LGI Homes made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2030 holding.
  • Corient Private Wealth first reported a position in LGI Homes in Q3 2023 and has held it in 5 quarters since.
  • Corient Private Wealth's LGI Homes position peaked at $2.79M in Q1 2024.
  • 252 funds tracked by Wall St. Rank held LGI Homes as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.