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Independent Financial Group’s Lennar Class A LEN Stock Holding History

Independent Financial Group’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 		$434K Sell
4,796
-2,255
-32% -$202K 0.01% 1054
2026
Q1 		$612K Buy
7,051
+1,158
+20% +$125K 0.01% 824
2025
Q4 		$606K Buy
+5,893
New +$712K 0.01% 804
2025
Q1 		– Sell
-1,892
Closed -$250K – 1227
2024
Q4 		$250K Sell
1,892
-489
-21% -$79.5K 0.01% 971
2024
Q3 		$432K Buy
+2,381
New +$399K 0.02% 711
2024
Q2 		– Sell
-11,603
Closed -$1.93M – 1126
2024
Q1 		$1.93M Sell
11,603
-1,374
-11% -$207K 0.09% 229
2023
Q4 		$1.87M Buy
12,977
+1,136
+10% +$137K 0.1% 221
2023
Q3 		$1.29M Sell
11,841
-2,554
-18% -$300K 0.08% 264
2023
Q2 		$1.75M Buy
+14,395
New +$1.57M 0.12% 187
2022
Q1 		– Sell
-5,459
Closed -$614K – 821
2021
Q4 		$614K Buy
5,459
+1,105
+25% +$113K 0.05% 367
2021
Q3 		$395K Buy
4,354
+516
+13% +$51.1K 0.04% 434
2021
Q2 		$369K Buy
3,838
+38
+1% +$3.67K 0.04% 464
2021
Q1 		$372K Buy
+3,800
New +$320K 0.05% 400

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Financial Group's LEN Position: Q2 2026 in Review

Independent Financial Group reduced its Lennar Class A (LEN) stake by 32% in Q2 2026, selling an estimated $202K and leaving 4,796 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #1054.

Independent Financial Group first reported a position in LEN in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.93M in Q1 2024. 935 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Independent Financial Group held 4,796 shares of Lennar Class A worth $434K as of Q2 2026.
  • Independent Financial Group sold 2,255 Lennar Class A shares in Q2 2026, an estimated $202K.
  • Lennar Class A made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1054 holding.
  • Independent Financial Group first reported a position in Lennar Class A in Q1 2021 and has held it in 13 quarters since.
  • Independent Financial Group's Lennar Class A position peaked at $1.93M in Q1 2024.
  • 935 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.