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Kaizen Financial Strategies’s Lennar Class A LEN Stock Holding History

Kaizen Financial Strategies’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
2021
Q1 		– Sell
-517
Closed -$1K – 146
2020
Q4 		$1K Buy
+517
New +$38.7K ﹤0.01% 122

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 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

Kaizen Financial Strategies's LEN Position: Q2 2026 in Review

Kaizen Financial Strategies sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 2,891 shares — an estimated $257K sold.

Kaizen Financial Strategies first reported a position in LEN in Q4 2020 and held it in 21 quarters. The position peaked at $707K in Q2 2023. 578 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Kaizen Financial Strategies reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
  • Kaizen Financial Strategies sold 2,891 Lennar Class A shares in Q2 2026, an estimated $257K.
  • Kaizen Financial Strategies first reported a position in Lennar Class A in Q4 2020 and held it in 21 quarters.
  • Kaizen Financial Strategies's Lennar Class A position peaked at $707K in Q2 2023.
  • 578 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.