Merit Financial Group’s LGI Homes LGIH Stock Holding History

Merit Financial Group’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 Q2	$224K	Buy	+3,520	New	+$168K	﹤0.01%	2031

Other funds holding LGIH

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Merit Financial Group's LGIH Position: Q2 2026 in Review

Merit Financial Group opened a new position in LGI Homes (LGIH) in Q2 2026: 3,520 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #2031 among its holdings.

21 funds tracked by Wall St. Rank hold LGIH as of Q2 2026.

Merit Financial Group held 3,520 shares of LGI Homes worth $224K as of Q2 2026.
LGI Homes was a new Merit Financial Group position in Q2 2026.
LGI Homes made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2031 holding.
21 funds tracked by Wall St. Rank held LGI Homes as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.