RFG Advisory’s Lennar Class A LEN Stock Holding History

RFG Advisory’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	–	Sell	-2,625	Closed	-$228K	–	1163
2026 Q1	$228K	Sell	2,625 -755	-22%	-$81.6K	﹤0.01%	968
2025 Q4	$347K	Sell	3,380 -875	-21%	-$106K	0.01%	813
2025 Q3	$536K	Buy	4,255 +87	+2%	+$10.8K	0.01%	650
2025 Q2	$461K	Sell	4,168 -252	-6%	-$27.3K	0.01%	659
2025 Q1	$507K	Sell	4,420 -358	-7%	-$44.7K	0.01%	561
2024 Q4	$631K	Buy	4,778 +146	+3%	+$23.7K	0.02%	461
2024 Q3	$841K	Buy	4,632 +635	+16%	+$106K	0.03%	396
2024 Q2	$580K	Sell	3,997 -9	-0.2%	-$1.37K	0.02%	457
2024 Q1	$667K	Buy	4,006 +32	+0.8%	+$4.81K	0.02%	440
2023 Q4	$573K	Buy	3,974 +82	+2%	+$9.88K	0.02%	421
2023 Q3	$423K	Buy	3,892 +504	+15%	+$59.1K	0.02%	434
2023 Q2	$411K	Buy	3,388 +9	+0.3%	+$982	0.02%	464
2023 Q1	$344K	Sell	3,379 -593	-15%	-$57.3K	0.02%	484
2022 Q4	$403K	Buy	3,972 +615	+18%	+$49.8K	0.02%	455
2022 Q3	$253K	Sell	3,357 -37	-1%	-$2.87K	0.01%	528
2022 Q2	$278K	Buy	3,394 +28	+0.8%	+$2.05K	0.02%	477
2022 Q1	$264K	Sell	3,366 -349	-9%	-$31.4K	0.02%	439
2021 Q4	$418K	Buy	3,715 +368	+11%	+$37.6K	0.03%	332
2021 Q3	$303K	Sell	3,347 -405	-11%	-$40.1K	0.02%	349
2021 Q2	$361K	Sell	3,752 -40	-1%	-$3.86K	0.03%	321
2021 Q1	$372K	Sell	3,792 -51	-1%	-$4.29K	0.04%	299
2020 Q4	$273K	Buy	3,843 +417	+12%	+$31.2K	0.04%	351
2020 Q3	$271K	Sell	3,426 -1,244	-27%	-$88.3K	0.04%	334
2020 Q2	$279K	Buy	+4,670	New	+$239K	0.04%	310
2020 Q1	–	Sell	-5,026	Closed	-$271K	–	385
2019 Q4	$271K	Buy	5,026 +143	+3%	+$8.16K	0.05%	307
2019 Q3	$264K	Buy	4,883 +149	+3%	+$7.26K	0.05%	261
2019 Q2	$222K	Buy	4,734 +3	+0.1%	+$150	0.05%	277
2019 Q1	$225K	Sell	4,731 -13,119	-73%	-$594K	0.06%	238
2018 Q4	$676K	Buy	17,850 +8,126	+84%	+$331K	0.17%	101
2018 Q3	$439K	Buy	9,724 +620	+7%	+$31.2K	0.12%	176
2018 Q2	$463K	Buy	+9,104	New	+$477K	0.14%	115
2015 Q3	–	Sell	-6,093	Closed	-$296K	–	113
2015 Q2	$296K	Buy	+6,093	New	+$280K	0.13%	119

Other funds holding LEN

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

RFG Advisory's LEN Position: Q2 2026 in Review

RFG Advisory sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 2,625 shares — an estimated $228K sold.

RFG Advisory first reported a position in LEN in Q2 2015 and held it in 32 quarters. The position peaked at $841K in Q3 2024. 217 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

RFG Advisory reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
RFG Advisory sold 2,625 Lennar Class A shares in Q2 2026, an estimated $228K.
RFG Advisory first reported a position in Lennar Class A in Q2 2015 and held it in 32 quarters.
RFG Advisory's Lennar Class A position peaked at $841K in Q3 2024.
217 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.