PWPS
LGIH icon

Pinnacle Wealth Planning Services’s LGI Homes LGIH Stock Holding History

Pinnacle Wealth Planning Services’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 		$3.82K Buy
60
+23
+62% +$1.1K ﹤0.01% 2355
2026
Q1 		$1.46K Sell
37
-892
-96% -$43.5K ﹤0.01% 2499
2025
Q4 		$39.9K Buy
+929
New +$43.6K ﹤0.01% 1362
2021
Q1 		– Sell
-15
Closed -$2K – 1228
2020
Q4 		$2K Buy
+15
New +$1.71K ﹤0.01% 1947

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Pinnacle Wealth Planning Services's LGIH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its LGI Homes (LGIH) stake by 62% in Q2 2026, buying an estimated $1.1K and bringing the position to 60 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Pinnacle Wealth Planning Services first reported a position in LGIH in Q4 2020 and has held it in 4 quarters since. The position peaked at $39.9K in Q4 2025. 252 funds tracked by Wall St. Rank hold LGIH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 60 shares of LGI Homes worth $3.82K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 23 LGI Homes shares in Q2 2026, an estimated $1.1K.
  • LGI Homes made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2355 holding.
  • Pinnacle Wealth Planning Services first reported a position in LGI Homes in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's LGI Homes position peaked at $39.9K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held LGI Homes as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.