National Bank of Canada
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National Bank of Canada’s Lennar Class A LEN Stock Holding History

National Bank of Canada’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
Q1 		$12.7M Buy
146,492
+4,377
+3% +$473K 0.01% 629
2025
Q4 		$14.6M Sell
142,115
-314
-0.2% -$37.9K 0.01% 604
2025
Q3 		$18M Sell
142,429
-19,881
-12% -$2.47M 0.02% 535
2025
Q2 		$18M Sell
162,310
-13,876
-8% -$1.5M 0.02% 586
2025
Q1 		$20.2M Buy
176,186
+54,175
+44% +$6.77M 0.02% 512
2024
Q4 		$16.1M Sell
122,011
-8,536
-7% -$1.39M 0.02% 623
2024
Q3 		$23.7M Sell
130,547
-14,815
-10% -$2.48M 0.03% 450
2024
Q2 		$20.5M Buy
145,362
+85,753
+144% +$13M 0.03% 380
2024
Q1 		$9.4M Sell
59,609
-24,934
-29% -$3.75M 0.01% 639
2023
Q4 		$12.1M Sell
84,543
-4,447
-5% -$536K 0.02% 523
2023
Q3 		$9.55M Sell
88,990
-26,188
-23% -$3.07M 0.01% 623
2023
Q2 		$14M Buy
115,178
+91,376
+384% +$9.97M 0.03% 456
2023
Q1 		$2.42M Buy
23,802
+10,144
+74% +$979K 0.01% 803
2022
Q4 		$1.2M Buy
13,658
+6,797
+99% +$550K ﹤0.01% 1021
2022
Q3 		$495K Sell
6,861
-11,947
-64% -$928K ﹤0.01% 1166
2022
Q2 		$1.28M Buy
18,808
+588
+3% +$43.1K 0.01% 929
2022
Q1 		$1.43M Buy
18,220
+6,072
+50% +$547K ﹤0.01% 977
2021
Q4 		$1.37M Buy
+12,148
New +$1.24M ﹤0.01% 935

Other funds holding LEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

National Bank of Canada's LEN Position: Q1 2026 in Review

National Bank of Canada increased its Lennar Class A (LEN) stake by 3.1% in Q1 2026, buying an estimated $473K and bringing the position to 146,492 shares worth $12.7M. The position accounts for 0.01% of the portfolio, ranked #629.

National Bank of Canada first reported a position in LEN in Q4 2021 and has held it in 18 quarters since. The position peaked at $23.7M in Q3 2024. 934 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • National Bank of Canada held 146,492 shares of Lennar Class A worth $12.7M as of Q1 2026.
  • National Bank of Canada bought 4,377 Lennar Class A shares in Q1 2026, an estimated $473K.
  • Lennar Class A made up 0.01% of National Bank of Canada's portfolio in Q1 2026, its #629 holding.
  • National Bank of Canada first reported a position in Lennar Class A in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Lennar Class A position peaked at $23.7M in Q3 2024.
  • 934 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.