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EverSource Wealth Advisors’s LGI Homes LGIH Stock Holding History

EverSource Wealth Advisors’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 		$11.7K Sell
184
-18
-9% -$860 ﹤0.01% 2816
2026
Q1 		$7.99K Buy
202
+66
+49% +$3.22K ﹤0.01% 3039
2025
Q4 		$5.84K Sell
136
-34
-20% -$1.59K ﹤0.01% 3061
2025
Q3 		$8.79K Buy
170
+87
+105% +$5.07K ﹤0.01% 2889
2025
Q2 		$4.28K Buy
83
+39
+89% +$2.13K ﹤0.01% 3226
2025
Q1 		$2.92K Buy
44
+27
+159% +$2.18K ﹤0.01% 2741
2024
Q4 		$1.52K Buy
17
+12
+240% +$1.26K ﹤0.01% 2822
2024
Q3 		$593 Hold
5
– – ﹤0.01% 2835
2024
Q2 		$575 Buy
5
+2
+67% +$193 ﹤0.01% 2858
2024
Q1 		$270 Buy
+3
New +$354 ﹤0.01% 2781
2023
Q4 		– Sell
-42
Closed -$4.18K – 2700
2023
Q3 		$4.18K Sell
42
-44
-51% -$5.46K ﹤0.01% 1771
2023
Q2 		$11.6K Buy
86
+22
+34% +$2.64K ﹤0.01% 1383
2023
Q1 		$7.3K Buy
+64
New +$6.95K ﹤0.01% 1502

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

EverSource Wealth Advisors's LGIH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its LGI Homes (LGIH) stake by 8.9% in Q2 2026, selling an estimated $860 and leaving 184 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2816.

EverSource Wealth Advisors first reported a position in LGIH in Q1 2023 and has held it in 13 quarters since. 252 funds tracked by Wall St. Rank hold LGIH as of Q2 2026.

  • EverSource Wealth Advisors held 184 shares of LGI Homes worth $11.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 18 LGI Homes shares in Q2 2026, an estimated $860.
  • LGI Homes made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2816 holding.
  • EverSource Wealth Advisors first reported a position in LGI Homes in Q1 2023 and has held it in 13 quarters since.
  • 252 funds tracked by Wall St. Rank held LGI Homes as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.