MassMutual Private Wealth & Trust’s LGI Homes LGIH Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio LGIH Stock Details LGIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.21K	Hold	176	–	–	﹤0.01%	1408
2026 Q2	$11.2K	Sell	176 -58	-25%	-$2.77K	﹤0.01%	1355
2026 Q1	$9.25K	Sell	234 -121	-34%	-$5.9K	﹤0.01%	1402
2025 Q4	$15.3K	Sell	355 -573	-62%	-$26.9K	﹤0.01%	1228
2025 Q3	$48K	Buy	928 +397	+75%	+$23.1K	﹤0.01%	822
2025 Q2	$27.4K	Buy	531 +435	+453%	+$23.8K	﹤0.01%	983
2025 Q1	$6.38K	Buy	96 +83	+638%	+$6.71K	﹤0.01%	1485
2024 Q4	$1.16K	Sell	13 -18	-58%	-$1.89K	﹤0.01%	1987
2024 Q3	$3.67K	Buy	31 +8	+35%	+$843	﹤0.01%	1473
2024 Q2	$2.06K	Buy	23 +2	+10%	+$193	﹤0.01%	1625
2024 Q1	$2.44K	Buy	21 +12	+133%	+$1.42K	﹤0.01%	1480
2023 Q4	$1.2K	Buy	+9	New	+$999	﹤0.01%	1640
2022 Q4	–	Sell	-36	Closed	-$3K	–	1757
2022 Q3	$3K	Sell	36 -2	-5%	-$196	﹤0.01%	1099
2022 Q2	$3K	Buy	+38	New	+$3.52K	﹤0.01%	1051

Other funds holding LGIH

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

MassMutual Private Wealth & Trust's LGIH Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its LGI Homes (LGIH) position steady in Q3 2026 at 176 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

MassMutual Private Wealth & Trust first reported a position in LGIH in Q2 2022 and has held it in 14 quarters since. The position peaked at $48K in Q3 2025. 10 funds tracked by Wall St. Rank hold LGIH as of Q3 2026.

MassMutual Private Wealth & Trust held 176 shares of LGI Homes worth $8.21K as of Q3 2026.
MassMutual Private Wealth & Trust left its LGI Homes share count unchanged in Q3 2026.
LGI Homes made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1408 holding.
MassMutual Private Wealth & Trust first reported a position in LGI Homes in Q2 2022 and has held it in 14 quarters since.
MassMutual Private Wealth & Trust's LGI Homes position peaked at $48K in Q3 2025.
10 funds tracked by Wall St. Rank held LGI Homes as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.