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SNS Financial Group’s Bluerock Homes Trust BHM Stock Holding History

SNS Financial Group’s Portfolio BHM Stock Details BHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$316K Buy
+35,143
New +$368K 0.01% 452

Other funds holding BHM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DP
Dearborn Partners Chicago, Illinois $1.85B AUM 4.87% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SNS Financial Group's BHM Position: Q2 2026 in Review

SNS Financial Group opened a new position in Bluerock Homes Trust (BHM) in Q2 2026: 35,143 shares worth $316K. The stake represents 0.01% of the portfolio and ranks #452 among its holdings.

28 funds tracked by Wall St. Rank hold BHM as of Q2 2026.

  • SNS Financial Group held 35,143 shares of Bluerock Homes Trust worth $316K as of Q2 2026.
  • Bluerock Homes Trust was a new SNS Financial Group position in Q2 2026.
  • Bluerock Homes Trust made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #452 holding.
  • 28 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.