Stiles Financial Services
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Stiles Financial Services’s Lennar Class A LEN Stock Holding History

Stiles Financial Services’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 		$1.59M Buy
19,472
+1,457
+8% +$122K 0.41% 64
2026
Q2 		$1.63M Buy
18,015
+1,506
+9% +$135K 0.41% 61
2026
Q1 		$1.43M Buy
16,509
+241
+1% +$26K 0.44% 64
2025
Q4 		$1.67M Buy
16,268
+3,468
+27% +$419K 0.51% 56
2025
Q3 		$1.61M Buy
12,800
+2,743
+27% +$340K 0.51% 59
2025
Q2 		$1.11M Buy
10,057
+658
+7% +$71.3K 0.38% 77
2025
Q1 		$1.08M Buy
9,399
+1,293
+16% +$161K 0.41% 77
2024
Q4 		$1.07M Buy
8,106
+854
+12% +$139K 0.39% 75
2024
Q3 		$1.32M Buy
7,252
+312
+4% +$52.3K 0.46% 68
2024
Q2 		$1.01M Buy
6,940
+1,936
+39% +$295K 0.39% 77
2024
Q1 		$833K Buy
5,004
+2,079
+71% +$312K 0.33% 78
2023
Q4 		$422K Buy
2,925
+636
+28% +$76.6K 0.19% 112
2023
Q3 		$249K Buy
+2,289
New +$269K 0.13% 149

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stiles Financial Services's LEN Position: Q3 2026 in Review

Stiles Financial Services increased its Lennar Class A (LEN) stake by 8.1% in Q3 2026, buying an estimated $122K and bringing the position to 19,472 shares worth $1.59M. The position accounts for 0.41% of the portfolio, ranked #64.

Stiles Financial Services first reported a position in LEN in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.67M in Q4 2025. 311 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • Stiles Financial Services held 19,472 shares of Lennar Class A worth $1.59M as of Q3 2026.
  • Stiles Financial Services bought 1,457 Lennar Class A shares in Q3 2026, an estimated $122K.
  • Lennar Class A made up 0.41% of Stiles Financial Services's portfolio in Q3 2026, its #64 holding.
  • Stiles Financial Services first reported a position in Lennar Class A in Q3 2023 and has held it in 13 quarters since.
  • Stiles Financial Services's Lennar Class A position peaked at $1.67M in Q4 2025.
  • 311 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.