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Legacy Trust’s Lennar Class A LEN Stock Holding History

Legacy Trust’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
Q3 		$4.98M Buy
57,328
+1,213
+2% +$102K 0.83% 32
2026
Q2 		$5.08M Buy
56,115
+500
+0.9% +$44.7K 0.9% 31
2026
Q1 		$4.83M Buy
55,615
+1,820
+3% +$197K 0.93% 30
2025
Q4 		$5.53M Buy
53,795
+3,115
+6% +$376K 1.03% 30
2025
Q3 		$6.39M Sell
50,680
-1,005
-2% -$125K 1.26% 28
2025
Q2 		$5.72M Sell
51,685
-2,588
-5% -$280K 1.4% 28
2025
Q1 		$6.23M Buy
54,273
+3,159
+6% +$395K 1.5% 25
2024
Q4 		$6.75M Buy
51,114
+619
+1% +$101K 1.57% 23
2024
Q3 		$9.16M Sell
50,495
-203
-0.4% -$34K 2.11% 9
2024
Q2 		$7.36M Sell
50,698
-1,160
-2% -$177K 1.83% 17
2024
Q1 		$8.63M Sell
51,858
-317
-0.6% -$47.6K 2.15% 9
2023
Q4 		$7.53M Sell
52,175
-2,425
-4% -$292K 1.96% 11
2023
Q3 		$5.93M Sell
54,600
-620
-1% -$72.7K 1.72% 14
2023
Q2 		$6.7M Sell
55,220
-92
-0.2% -$10K 1.85% 11
2023
Q1 		$5.63M Sell
55,312
-67
-0.1% -$6.47K 1.68% 15
2022
Q4 		$4.85M Buy
+55,379
New +$4.48M 1.5% 23

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Legacy Trust's LEN Position: Q3 2026 in Review

Legacy Trust increased its Lennar Class A (LEN) stake by 2.2% in Q3 2026, buying an estimated $102K and bringing the position to 57,328 shares worth $4.98M. The position accounts for 0.83% of the portfolio, ranked #32.

Legacy Trust first reported a position in LEN in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.16M in Q3 2024. 466 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Legacy Trust held 57,328 shares of Lennar Class A worth $4.98M as of Q3 2026.
  • Legacy Trust bought 1,213 Lennar Class A shares in Q3 2026, an estimated $102K.
  • Lennar Class A made up 0.83% of Legacy Trust's portfolio in Q3 2026, its #32 holding.
  • Legacy Trust first reported a position in Lennar Class A in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's Lennar Class A position peaked at $9.16M in Q3 2024.
  • 466 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.