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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phoenix Financial's LEN Position: Q2 2026 in Review

Phoenix Financial opened a new position in Lennar Class A (LEN) in Q2 2026: 3,659 shares worth $330K. The stake represents ﹤0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in LEN as recently as Q3 2024.

Phoenix Financial first reported a position in LEN in Q3 2019 and has held it in 14 quarters since. The position peaked at $92.1M in Q4 2021. 938 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

Phoenix Financial held 3,659 shares of Lennar Class A worth $330K as of Q2 2026.
Lennar Class A was a new Phoenix Financial position in Q2 2026.
Lennar Class A made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #409 holding.
Phoenix Financial first reported a position in Lennar Class A in Q3 2019 and has held it in 14 quarters since.
Phoenix Financial's Lennar Class A position peaked at $92.1M in Q4 2021.
938 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.