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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
Q3 		$351K Buy
7,520
+648
+9% +$36.2K 0.02% 349
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

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Everhart Financial Group's LGIH Position: Q3 2026 in Review

Everhart Financial Group increased its LGI Homes (LGIH) stake by 9.4% in Q3 2026, buying an estimated $36.2K and bringing the position to 7,520 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #349.

Everhart Financial Group first reported a position in LGIH in Q3 2025 and has held it in 4 quarters since. The position peaked at $438K in Q2 2026. 10 funds tracked by Wall St. Rank hold LGIH as of Q3 2026.

  • Everhart Financial Group held 7,520 shares of LGI Homes worth $351K as of Q3 2026.
  • Everhart Financial Group bought 648 LGI Homes shares in Q3 2026, an estimated $36.2K.
  • LGI Homes made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #349 holding.
  • Everhart Financial Group first reported a position in LGI Homes in Q3 2025 and has held it in 4 quarters since.
  • Everhart Financial Group's LGI Homes position peaked at $438K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held LGI Homes as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.