Larson Financial Group
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Larson Financial Group’s Beazer Homes USA BZH Stock Holding History

Larson Financial Group’s Portfolio BZH Stock Details BZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23K Buy
691
+205
+42% +$6.7K ﹤0.01% 2024
2026
Q2 		$13.6K Buy
486
+231
+91% +$5.46K ﹤0.01% 2218
2026
Q1 		$4.91K Sell
255
-1
-0.4% -$23 ﹤0.01% 2623
2025
Q4 		$5.19K Sell
256
-99
-28% -$2.2K ﹤0.01% 2443
2025
Q3 		$8.72K Buy
355
+240
+209% +$5.9K ﹤0.01% 2090
2025
Q2 		$2.57K Hold
115
– – ﹤0.01% 2322
2025
Q1 		$2.34K Hold
115
– – ﹤0.01% 2118
2024
Q4 		$3.16K Hold
115
– – ﹤0.01% 1775
2024
Q3 		$3.93K Buy
+115
New +$3.54K ﹤0.01% 1712

Other funds holding BZH

First Trust Capital Management
First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.56% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Tweedy, Browne Co
Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return
Transmarket Holdings
Transmarket Holdings Chicago, Illinois $179M AUM 32.06% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Larson Financial Group's BZH Position: Q3 2026 in Review

Larson Financial Group increased its Beazer Homes USA (BZH) stake by 42% in Q3 2026, buying an estimated $6.7K and bringing the position to 691 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

Larson Financial Group first reported a position in BZH in Q3 2024 and has held it in 9 quarters since. 76 funds tracked by Wall St. Rank hold BZH as of Q3 2026.

  • Larson Financial Group held 691 shares of Beazer Homes USA worth $23K as of Q3 2026.
  • Larson Financial Group bought 205 Beazer Homes USA shares in Q3 2026, an estimated $6.7K.
  • Beazer Homes USA made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2024 holding.
  • Larson Financial Group first reported a position in Beazer Homes USA in Q3 2024 and has held it in 9 quarters since.
  • 76 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.