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Phocas Financial Corp’s M/I Homes MHO Stock Holding History

Phocas Financial Corp’s Portfolio MHO Stock Details MHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.03M Sell
18,865
-1,028
-5% -$138K 0.42% 103
2026
Q1 		$2.44M Sell
19,893
-5,591
-22% -$753K 0.38% 107
2025
Q4 		$3.26M Sell
25,484
-57
-0.2% -$7.53K 0.42% 99
2025
Q3 		$3.69M Buy
+25,541
New +$3.46M 0.48% 87

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Phocas Financial Corp's MHO Position: Q2 2026 in Review

Phocas Financial Corp reduced its M/I Homes (MHO) stake by 5.2% in Q2 2026, selling an estimated $138K and leaving 18,865 shares worth $3.03M. The position accounts for 0.42% of the portfolio, ranked #103.

Phocas Financial Corp first reported a position in MHO in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.69M in Q3 2025. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • Phocas Financial Corp held 18,865 shares of M/I Homes worth $3.03M as of Q2 2026.
  • Phocas Financial Corp sold 1,028 M/I Homes shares in Q2 2026, an estimated $138K.
  • M/I Homes made up 0.42% of Phocas Financial Corp's portfolio in Q2 2026, its #103 holding.
  • Phocas Financial Corp first reported a position in M/I Homes in Q3 2025 and has held it in 4 quarters since.
  • Phocas Financial Corp's M/I Homes position peaked at $3.69M in Q3 2025.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.