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Private Wealth Management Group’s LGI Homes LGIH Stock Holding History

Private Wealth Management Group’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
2025
Q4 		– Sell
-164
Closed -$8.48K – 1510
2025
Q3 		$8.48K Hold
164
– – ﹤0.01% 575
2025
Q2 		$8.45K Buy
+164
New +$8.97K ﹤0.01% 549
2025
Q1 		– Sell
-22
Closed -$1.97K – 1542
2024
Q4 		$1.97K Sell
22
-5
-19% -$525 ﹤0.01% 1086
2024
Q3 		$3.2K Buy
27
+5
+23% +$527 ﹤0.01% 895
2024
Q2 		$1.97K Buy
22
+16
+267% +$1.54K ﹤0.01% 1050
2024
Q1 		$699 Hold
6
– – ﹤0.01% 1376
2023
Q4 		$799 Buy
+6
New +$666 ﹤0.01% 1350

Other funds holding LGIH

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Private Wealth Management Group's LGIH Position: Q4 2025 in Review

Private Wealth Management Group sold out of LGI Homes (LGIH) in Q4 2025, closing a stake of 164 shares — an estimated $8.48K sold.

Private Wealth Management Group first reported a position in LGIH in Q4 2023 and held it in 7 quarters. The position peaked at $8.48K in Q3 2025. 219 funds tracked by Wall St. Rank hold LGIH as of Q4 2025.

  • Private Wealth Management Group reported no remaining LGI Homes position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 164 LGI Homes shares in Q4 2025, an estimated $8.48K.
  • Private Wealth Management Group first reported a position in LGI Homes in Q4 2023 and held it in 7 quarters.
  • Private Wealth Management Group's LGI Homes position peaked at $8.48K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held LGI Homes as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.