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Allium Financial Advisors’s Pultegroup PHM Stock Holding History

Allium Financial Advisors’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$483K Hold
4,106
– – 0.39% 38
2025
Q4 		$481K Hold
4,106
– – 0.38% 37
2025
Q3 		$543K Hold
4,106
– – 0.45% 35
2025
Q2 		$433K Sell
4,106
-80
-2% -$8.06K 0.38% 44
2025
Q1 		$430K Buy
+4,186
New +$452K 0.39% 43

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Allium Financial Advisors's PHM Position: Q1 2026 in Review

Allium Financial Advisors held its Pultegroup (PHM) position steady in Q1 2026 at 4,106 shares worth $483K. The position accounts for 0.39% of the portfolio, ranked #38.

Allium Financial Advisors first reported a position in PHM in Q1 2025 and has held it in 5 quarters since. The position peaked at $543K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Allium Financial Advisors held 4,106 shares of Pultegroup worth $483K as of Q1 2026.
  • Allium Financial Advisors left its Pultegroup share count unchanged in Q1 2026.
  • Pultegroup made up 0.39% of Allium Financial Advisors's portfolio in Q1 2026, its #38 holding.
  • Allium Financial Advisors first reported a position in Pultegroup in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's Pultegroup position peaked at $543K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.