Root Financial Partners
LEN icon

Root Financial Partners’s Lennar Class A LEN Stock Holding History

Root Financial Partners’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
Q3 		$63.6K Buy
+780
New +$65.5K ﹤0.01% 958
2026
Q2 		– Sell
-576
Closed -$50K – 1947
2026
Q1 		$50K Buy
576
+266
+86% +$28.7K ﹤0.01% 874
2025
Q4 		$31.9K Buy
310
+41
+15% +$4.95K ﹤0.01% 913
2025
Q3 		$33.9K Buy
+269
New +$33.4K ﹤0.01% 826

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Root Financial Partners's LEN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Lennar Class A (LEN) in Q3 2026: 780 shares worth $63.6K. The stake represents ﹤0.01% of the portfolio and ranks #958 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LEN as recently as Q1 2026.

Root Financial Partners first reported a position in LEN in Q3 2025 and has held it in 4 quarters since. 488 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Root Financial Partners held 780 shares of Lennar Class A worth $63.6K as of Q3 2026.
  • Lennar Class A was a new Root Financial Partners position in Q3 2026.
  • Lennar Class A made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #958 holding.
  • Root Financial Partners first reported a position in Lennar Class A in Q3 2025 and has held it in 4 quarters since.
  • 488 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.