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AMG National Trust Bank’s Pultegroup PHM Stock Holding History

AMG National Trust Bank’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
Q2 		$291K Hold
2,121
– – 0.01% 392
2026
Q1 		$249K Hold
2,121
– – 0.01% 445
2025
Q4 		$249K Hold
2,121
– – 0.01% 417
2025
Q3 		$280K Hold
2,121
– – 0.01% 404
2025
Q2 		$224K Hold
2,121
– – 0.01% 425
2025
Q1 		$218K Hold
2,121
– – 0.01% 415
2024
Q4 		$231K Hold
2,121
– – 0.01% 421
2024
Q3 		$304K Hold
2,121
– – 0.01% 380
2024
Q2 		$234K Hold
2,121
– – 0.01% 417
2024
Q1 		$256K Hold
2,121
– – 0.01% 390
2023
Q4 		$219K Buy
+2,121
New +$180K 0.01% 404

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AMG National Trust Bank's PHM Position: Q2 2026 in Review

AMG National Trust Bank held its Pultegroup (PHM) position steady in Q2 2026 at 2,121 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #392.

AMG National Trust Bank first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $304K in Q3 2024. 574 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • AMG National Trust Bank held 2,121 shares of Pultegroup worth $291K as of Q2 2026.
  • AMG National Trust Bank left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #392 holding.
  • AMG National Trust Bank first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • AMG National Trust Bank's Pultegroup position peaked at $304K in Q3 2024.
  • 574 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.