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 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

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Fiduciary Alliance's LEN Position: Q2 2026 in Review

Fiduciary Alliance reduced its Lennar Class A (LEN) stake by 2.2% in Q2 2026, selling an estimated $38.3K and leaving 18,644 shares worth $1.69M. The position accounts for 0.11% of the portfolio, ranked #199.

Fiduciary Alliance first reported a position in LEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.98M in Q4 2025. 160 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Fiduciary Alliance held 18,644 shares of Lennar Class A worth $1.69M as of Q2 2026.
Fiduciary Alliance sold 428 Lennar Class A shares in Q2 2026, an estimated $38.3K.
Lennar Class A made up 0.11% of Fiduciary Alliance's portfolio in Q2 2026, its #199 holding.
Fiduciary Alliance first reported a position in Lennar Class A in Q1 2025 and has held it in 6 quarters since.
Fiduciary Alliance's Lennar Class A position peaked at $1.98M in Q4 2025.
160 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.