Fiduciary Alliance’s Lennar Class A LEN Stock Holding History

Fiduciary Alliance’s Portfolio LEN Stock Details LEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.57M	Buy	19,265 +621	+3%	+$52.2K	0.12%	178
2026 Q2	$1.69M	Sell	18,644 -428	-2%	-$38.3K	0.11%	199
2026 Q1	$1.69M	Sell	19,072 -175	-0.9%	-$18.9K	0.1%	202
2025 Q4	$1.98M	Buy	19,247 +3,582	+23%	+$433K	0.13%	161
2025 Q3	$1.97M	Sell	15,665 -644	-4%	-$79.9K	0.13%	156
2025 Q2	$1.8M	Buy	16,309 +3,410	+26%	+$369K	0.13%	151
2025 Q1	$1.48M	Buy	+12,899	New	+$1.61M	0.15%	134

Other funds holding LEN

Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stockman Wealth Management Billings, Montana $960M AUM 19.88% 1-Year Est. Return

Fiduciary Alliance's LEN Position: Q3 2026 in Review

Fiduciary Alliance increased its Lennar Class A (LEN) stake by 3.3% in Q3 2026, buying an estimated $52.2K and bringing the position to 19,265 shares worth $1.57M. The position accounts for 0.12% of the portfolio, ranked #178.

Fiduciary Alliance first reported a position in LEN in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.98M in Q4 2025. 247 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

Fiduciary Alliance held 19,265 shares of Lennar Class A worth $1.57M as of Q3 2026.
Fiduciary Alliance bought 621 Lennar Class A shares in Q3 2026, an estimated $52.2K.
Lennar Class A made up 0.12% of Fiduciary Alliance's portfolio in Q3 2026, its #178 holding.
Fiduciary Alliance first reported a position in Lennar Class A in Q1 2025 and has held it in 7 quarters since.
Fiduciary Alliance's Lennar Class A position peaked at $1.98M in Q4 2025.
247 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.