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BFC Planning, Inc.’s Meritage Homes MTH Stock Holding History

BFC Planning, Inc.’s Portfolio MTH Stock Details MTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.06K Hold
108
– – ﹤0.01% 2420
2026
Q1 		$6.68K Hold
108
– – ﹤0.01% 2195
2025
Q4 		$7.11K Hold
108
– – ﹤0.01% 2206
2025
Q3 		$7.82K Hold
108
– – ﹤0.01% 2028
2025
Q2 		$7.23K Hold
108
– – ﹤0.01% 1934
2025
Q1 		$7.66K Hold
108
– – ﹤0.01% 1873
2024
Q4 		$8.31K Buy
+108
New +$9.9K ﹤0.01% 1835

Other funds holding MTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFC Planning, Inc.'s MTH Position: Q2 2026 in Review

BFC Planning, Inc. held its Meritage Homes (MTH) position steady in Q2 2026 at 108 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

BFC Planning, Inc. first reported a position in MTH in Q4 2024 and has held it in 7 quarters since. 402 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

  • BFC Planning, Inc. held 108 shares of Meritage Homes worth $9.06K as of Q2 2026.
  • BFC Planning, Inc. left its Meritage Homes share count unchanged in Q2 2026.
  • Meritage Homes made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2420 holding.
  • BFC Planning, Inc. first reported a position in Meritage Homes in Q4 2024 and has held it in 7 quarters since.
  • 402 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.