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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Lennar Class A LEN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$3.8K Buy
42
+12
+40% +$1.07K ﹤0.01% 474
2026
Q1 		$2.6K Buy
30
+6
+25% +$648 ﹤0.01% 460
2025
Q4 		$2.47K Hold
24
– – ﹤0.01% 467
2025
Q3 		$3.02K Buy
+24
New +$2.98K ﹤0.01% 465

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s LEN Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Lennar Class A (LEN) stake by 40% in Q2 2026, buying an estimated $1.07K and bringing the position to 42 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in LEN in Q3 2025 and has held it in 4 quarters since. 488 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 42 shares of Lennar Class A worth $3.8K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 12 Lennar Class A shares in Q2 2026, an estimated $1.07K.
  • Lennar Class A made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #474 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Lennar Class A in Q3 2025 and has held it in 4 quarters since.
  • 488 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.