Phoenix Financial
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Phoenix Financial’s Lennar Class A LEN Stock Holding History

Phoenix Financial’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
Q3 		– Sell
-3,659
Closed -$330K – 555
2026
Q2 		$330K Buy
+3,659
New +$327K ﹤0.01% 409
2024
Q4 		– Sell
-1,430
Closed -$260K – 384
2024
Q3 		$260K Buy
+1,430
New +$240K ﹤0.01% 308
2022
Q3 		– Sell
-667,740
Closed -$45.6M – 352
2022
Q2 		$45.6M Sell
667,740
-155,181
-19% -$11.4M 0.93% 40
2022
Q1 		$64.7M Buy
822,921
+4,189
+0.5% +$377K 1.09% 31
2021
Q4 		$92.1M Buy
818,732
+191,006
+30% +$19.5M 1.52% 14
2021
Q3 		$56.9M Buy
627,726
+112,703
+22% +$11.2M 0.99% 30
2021
Q2 		$49.6M Hold
515,023
– – 0.94% 36
2021
Q1 		$50.5M Buy
515,023
+30,990
+6% +$2.61M 1.14% 20
2020
Q4 		$35.7M Sell
484,033
-41,320
-8% -$3.09M 0.96% 31
2020
Q3 		$39.2M Sell
525,353
-20,660
-4% -$1.47M 1.64% 11
2020
Q2 		$30.9M Buy
546,013
+48,982
+10% +$2.5M 1.31% 14
2020
Q1 		$18M Buy
497,031
+103,816
+26% +$5.88M 0.91% 36
2019
Q4 		$21.1M Sell
393,215
-123,960
-24% -$7.07M 0.88% 52
2019
Q3 		$26.7M Buy
+517,175
New +$25.2M 1.26% 22

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Phoenix Financial's LEN Position: Q3 2026 in Review

Phoenix Financial sold out of Lennar Class A (LEN) in Q3 2026, closing a stake of 3,659 shares — an estimated $330K sold.

Phoenix Financial first reported a position in LEN in Q3 2019 and held it in 14 quarters. The position peaked at $92.1M in Q4 2021. 520 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Phoenix Financial reported no remaining Lennar Class A position as of Q3 2026 after selling out during the quarter.
  • Phoenix Financial sold 3,659 Lennar Class A shares in Q3 2026, an estimated $330K.
  • Phoenix Financial first reported a position in Lennar Class A in Q3 2019 and held it in 14 quarters.
  • Phoenix Financial's Lennar Class A position peaked at $92.1M in Q4 2021.
  • 520 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.