AFC
PHM icon

Ares Financial Consulting’s Pultegroup PHM Stock Holding History

Ares Financial Consulting’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 		$9.88K Hold
72
– – 0.01% 567
2026
Q1 		$8.44K Hold
72
– – 0.01% 582
2025
Q4 		$8.44K Buy
+72
New +$8.83K 0.01% 382

Other funds holding PHM

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Ares Financial Consulting's PHM Position: Q2 2026 in Review

Ares Financial Consulting held its Pultegroup (PHM) position steady in Q2 2026 at 72 shares worth $9.88K. The position accounts for 0.01% of the portfolio, ranked #567.

Ares Financial Consulting first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 528 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Ares Financial Consulting held 72 shares of Pultegroup worth $9.88K as of Q2 2026.
  • Ares Financial Consulting left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #567 holding.
  • Ares Financial Consulting first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • 528 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.