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Private Trust Company’s M/I Homes MHO Stock Holding History

Private Trust Company’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
2025
Q4 		– Sell
-262
Closed -$37.8K – 2628
2025
Q3 		$37.8K Buy
+262
New +$35.4K ﹤0.01% 1382
2025
Q1 		– Sell
-515
Closed -$68.5K – 2526
2024
Q4 		$68.5K Hold
515
– – 0.01% 1059
2024
Q3 		$88.3K Buy
+515
New +$78.1K 0.01% 968

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Private Trust Company's MHO Position: Q4 2025 in Review

Private Trust Company sold out of M/I Homes (MHO) in Q4 2025, closing a stake of 262 shares — an estimated $37.8K sold.

Private Trust Company first reported a position in MHO in Q3 2024 and held it in 3 quarters. The position peaked at $88.3K in Q3 2024. 338 funds tracked by Wall St. Rank hold MHO as of Q4 2025.

  • Private Trust Company reported no remaining M/I Homes position as of Q4 2025 after selling out during the quarter.
  • Private Trust Company sold 262 M/I Homes shares in Q4 2025, an estimated $37.8K.
  • Private Trust Company first reported a position in M/I Homes in Q3 2024 and held it in 3 quarters.
  • Private Trust Company's M/I Homes position peaked at $88.3K in Q3 2024.
  • 338 funds tracked by Wall St. Rank held M/I Homes as of Q4 2025.

Based on Private Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.