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Summit Financial’s Lennar Class A LEN Stock Holding History

Summit Financial’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
Q2 		$990K Buy
10,944
+8,131
+289% +$727K 0.01% 841
2026
Q1 		$244K Buy
2,813
+190
+7% +$20.5K ﹤0.01% 1271
2025
Q4 		$270K Buy
2,623
+36
+1% +$4.35K ﹤0.01% 1121
2025
Q3 		$326K Sell
2,587
-231
-8% -$28.7K 0.01% 1034
2025
Q2 		$312K Sell
2,818
-18
-0.6% -$1.95K 0.01% 674
2025
Q1 		$326K Sell
2,836
-55
-2% -$6.87K 0.01% 597
2024
Q4 		$382K Buy
2,891
+173
+6% +$28.1K 0.01% 490
2024
Q3 		$493K Buy
2,718
+33
+1% +$5.53K 0.02% 375
2024
Q2 		$390K Buy
2,685
+1,188
+79% +$181K 0.02% 369
2024
Q1 		$249K Sell
1,497
-165
-10% -$24.8K 0.01% 344
2023
Q4 		$240K Buy
+1,662
New +$200K 0.02% 321
2023
Q3 		– Sell
-2,071
Closed -$251K – 342
2023
Q2 		$251K Buy
+2,071
New +$226K 0.02% 292

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Financial's LEN Position: Q2 2026 in Review

Summit Financial increased its Lennar Class A (LEN) stake by 289% in Q2 2026, buying an estimated $727K and bringing the position to 10,944 shares worth $990K. The position accounts for 0.01% of the portfolio, ranked #841.

Summit Financial first reported a position in LEN in Q2 2023 and has held it in 12 quarters since. 937 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Summit Financial held 10,944 shares of Lennar Class A worth $990K as of Q2 2026.
  • Summit Financial bought 8,131 Lennar Class A shares in Q2 2026, an estimated $727K.
  • Lennar Class A made up 0.01% of Summit Financial's portfolio in Q2 2026, its #841 holding.
  • Summit Financial first reported a position in Lennar Class A in Q2 2023 and has held it in 12 quarters since.
  • 937 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.