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Everhart Financial Group’s LGI Homes LGIH Stock Holding History

Everhart Financial Group’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 		$438K Buy
+6,872
New +$328K 0.03% 295
2026
Q1 		– Sell
-9,211
Closed -$396K – 475
2025
Q4 		$396K Buy
9,211
+1,413
+18% +$66.3K 0.04% 290
2025
Q3 		$403K Buy
+7,798
New +$455K 0.04% 279

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

Everhart Financial Group's LGIH Position: Q2 2026 in Review

Everhart Financial Group opened a new position in LGI Homes (LGIH) in Q2 2026: 6,872 shares worth $438K. The stake represents 0.03% of the portfolio and ranks #295 among its holdings. This is a return to the name: Everhart Financial Group previously reported a position in LGIH as recently as Q4 2025.

Everhart Financial Group first reported a position in LGIH in Q3 2025 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold LGIH as of Q2 2026.

  • Everhart Financial Group held 6,872 shares of LGI Homes worth $438K as of Q2 2026.
  • LGI Homes was a new Everhart Financial Group position in Q2 2026.
  • LGI Homes made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #295 holding.
  • Everhart Financial Group first reported a position in LGI Homes in Q3 2025 and has held it in 3 quarters since.
  • 252 funds tracked by Wall St. Rank held LGI Homes as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.