LPL Financial
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LPL Financial’s Beazer Homes USA BZH Stock Holding History

LPL Financial’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
Q2 		$1.41M Buy
50,151
+73
+0.1% +$1.73K ﹤0.01% 4113
2026
Q1 		$964K Sell
50,078
-5,617
-10% -$130K ﹤0.01% 4216
2025
Q4 		$1.13M Sell
55,695
-1,840
-3% -$40.9K ﹤0.01% 3947
2025
Q3 		$1.41M Buy
+57,535
New +$1.41M ﹤0.01% 3651

Other funds holding BZH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
Winslow Asset Management Beachwood, Ohio $575M AUM 36.53% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial's BZH Position: Q2 2026 in Review

LPL Financial increased its Beazer Homes USA (BZH) stake by 0.15% in Q2 2026, buying an estimated $1.73K and bringing the position to 50,151 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #4113.

LPL Financial first reported a position in BZH in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.41M in Q3 2025. 66 funds tracked by Wall St. Rank hold BZH as of Q2 2026.

  • LPL Financial held 50,151 shares of Beazer Homes USA worth $1.41M as of Q2 2026.
  • LPL Financial bought 73 Beazer Homes USA shares in Q2 2026, an estimated $1.73K.
  • Beazer Homes USA made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4113 holding.
  • LPL Financial first reported a position in Beazer Homes USA in Q3 2025 and has held it in 4 quarters since.
  • LPL Financial's Beazer Homes USA position peaked at $1.41M in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.