Root Financial Partners’s LGI Homes LGIH Stock Holding History

Root Financial Partners’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	-5	Closed	-$259	–	2492
2025 Q3	$259	Buy	+5	New	+$292	﹤0.01%	2196

Other funds holding LGIH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Root Financial Partners's LGIH Position: Q4 2025 in Review

Root Financial Partners sold out of LGI Homes (LGIH) in Q4 2025, closing a stake of 5 shares — an estimated $259 sold.

Root Financial Partners first reported a position in LGIH in Q3 2025 and held it in 1 quarter. The position peaked at $259 in Q3 2025. 218 funds tracked by Wall St. Rank hold LGIH as of Q4 2025.

Root Financial Partners reported no remaining LGI Homes position as of Q4 2025 after selling out during the quarter.
Root Financial Partners sold 5 LGI Homes shares in Q4 2025, an estimated $259.
Root Financial Partners first reported a position in LGI Homes in Q3 2025 and held it in 1 quarter.
Root Financial Partners's LGI Homes position peaked at $259 in Q3 2025.
218 funds tracked by Wall St. Rank held LGI Homes as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.