James T. Borello RIA
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James T. Borello RIA’s Lennar Class A LEN Stock Holding History

James T. Borello RIA’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 		$9.5K Buy
117
+20
+21% +$1.68K ﹤0.01% 618
2026
Q2 		$8.78K Buy
97
+63
+185% +$5.63K ﹤0.01% 633
2026
Q1 		$2.95K Sell
34
-78
-70% -$8.43K ﹤0.01% 864
2025
Q4 		$11.5K Buy
112
+83
+286% +$10K ﹤0.01% 379
2025
Q3 		$3.66K Buy
+29
New +$3.6K ﹤0.01% 564

Other funds holding LEN

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

James T. Borello RIA's LEN Position: Q3 2026 in Review

James T. Borello RIA increased its Lennar Class A (LEN) stake by 21% in Q3 2026, buying an estimated $1.68K and bringing the position to 117 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

James T. Borello RIA first reported a position in LEN in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.5K in Q4 2025. 189 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • James T. Borello RIA held 117 shares of Lennar Class A worth $9.5K as of Q3 2026.
  • James T. Borello RIA bought 20 Lennar Class A shares in Q3 2026, an estimated $1.68K.
  • Lennar Class A made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #618 holding.
  • James T. Borello RIA first reported a position in Lennar Class A in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Lennar Class A position peaked at $11.5K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.