Root Financial Partners
LGIH icon

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
2026
Q3 		$10.6K Buy
+227
New +$12.7K ﹤0.01% 1885
2025
Q4 		– Sell
-5
Closed -$259 – 2492
2025
Q3 		$259 Buy
+5
New +$292 ﹤0.01% 2196

Other funds holding LGIH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Atlas FRM
Atlas FRM Greenwich, Connecticut $2.61B AUM 9.68% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Altshuler Shaham
Altshuler Shaham Tel Aviv, Israel $7.05B AUM 24.17% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
CDAM (UK)
CDAM (UK) London, United Kingdom $421M AUM 1.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Root Financial Partners opened a new position in LGI Homes (LGIH) in Q3 2026: 227 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #1885 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LGIH as recently as Q3 2025.

Root Financial Partners first reported a position in LGIH in Q3 2025 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold LGIH as of Q3 2026.

  • Root Financial Partners held 227 shares of LGI Homes worth $10.6K as of Q3 2026.
  • LGI Homes was a new Root Financial Partners position in Q3 2026.
  • LGI Homes made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1885 holding.
  • Root Financial Partners first reported a position in LGI Homes in Q3 2025 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held LGI Homes as of Q3 2026.

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