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Vest Financial’s Lennar Class A LEN Stock Holding History

Vest 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 		– Sell
-119,060
Closed -$10.3M – 436
2026
Q1 		$10.3M Sell
119,060
-85,162
-42% -$9.2M 0.12% 150
2025
Q4 		$21M Sell
204,222
-54,075
-21% -$6.53M 0.27% 125
2025
Q3 		$32.6M Sell
258,297
-36,055
-12% -$4.48M 0.43% 108
2025
Q2 		$32.6M Buy
294,352
+50,552
+21% +$5.48M 0.46% 104
2025
Q1 		$28M Buy
243,800
+1,254
+0.5% +$157K 0.43% 106
2024
Q4 		$32M Buy
242,546
+91,308
+60% +$14.8M 0.57% 111
2024
Q3 		$27.4M Buy
151,238
+729
+0.5% +$122K 0.53% 102
2024
Q2 		$21.8M Buy
150,509
+34,825
+30% +$5.3M 0.52% 106
2024
Q1 		$19.3M Buy
115,684
+24,573
+27% +$3.69M 0.51% 85
2023
Q4 		$13.1M Buy
91,111
+8,329
+10% +$1M 0.49% 87
2023
Q3 		$8.99M Buy
82,782
+37,828
+84% +$4.44M 0.49% 83
2023
Q2 		$5.46M Buy
44,954
+31,480
+234% +$3.44M 0.51% 76
2023
Q1 		$1.37M Buy
+13,474
New +$1.3M 0.19% 105

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Vest Financial's LEN Position: Q2 2026 in Review

Vest Financial sold out of Lennar Class A (LEN) in Q2 2026, closing a stake of 119,060 shares — an estimated $10.3M sold.

Vest Financial first reported a position in LEN in Q1 2023 and held it in 13 quarters. The position peaked at $32.6M in Q2 2025. 352 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Vest Financial reported no remaining Lennar Class A position as of Q2 2026 after selling out during the quarter.
  • Vest Financial sold 119,060 Lennar Class A shares in Q2 2026, an estimated $10.3M.
  • Vest Financial first reported a position in Lennar Class A in Q1 2023 and held it in 13 quarters.
  • Vest Financial's Lennar Class A position peaked at $32.6M in Q2 2025.
  • 352 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.