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B. Riley Wealth Advisors’s Pultegroup PHM Stock Holding History

B. Riley Wealth 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
Q2 		$320K Buy
2,321
+482
+26% +$58.5K 0.02% 607
2026
Q1 		$209K Sell
1,839
-38
-2% -$4.87K 0.01% 710
2025
Q4 		$220K Sell
1,877
-353
-16% -$43.3K 0.01% 831
2025
Q3 		$295K Sell
2,230
-17
-0.8% -$2.11K 0.01% 737
2025
Q2 		$237K Buy
+2,247
New +$226K 0.01% 806
2024
Q4 		$282K Sell
2,581
-639
-20% -$83K 0.01% 892
2024
Q3 		$462K Sell
3,220
-165
-5% -$21K 0.01% 772
2024
Q2 		$373K Sell
3,385
-1,087
-24% -$123K 0.01% 934
2024
Q1 		$332K Buy
4,472
+308
+7% +$33K 0.01% 999
2023
Q4 		$431K Sell
4,164
-308
-7% -$26.2K 0.01% 893
2023
Q3 		$332K Buy
4,472
+1,099
+33% +$87.6K 0.01% 999
2023
Q2 		$263K Sell
3,373
-60
-2% -$4.07K 0.01% 1198
2023
Q1 		$201K Buy
+3,433
New +$185K 0.01% 1302
2022
Q2 		– Sell
-5,171
Closed -$218K – 1350
2022
Q1 		$218K Buy
5,171
+651
+14% +$32.3K 0.01% 1174
2021
Q4 		$258K Sell
4,520
-35
-0.8% -$1.79K 0.01% 1147
2021
Q3 		$209K Buy
4,555
+138
+3% +$7.17K 0.01% 1230
2021
Q2 		$241K Buy
+4,417
New +$247K 0.01% 1136
2015
Q1 		– Sell
-500
Closed -$11 – 1587
2014
Q4 		$11 Buy
+500
New +$9.98K ﹤0.01% 2825
2014
Q3 		– Sell
-1,611
Closed -$32.5K – 1542
2014
Q2 		$32.5K Buy
+1,611
New +$30.9K 0.01% 1218

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

B. Riley Wealth Advisors's PHM Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Pultegroup (PHM) stake by 26% in Q2 2026, buying an estimated $58.5K and bringing the position to 2,321 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #607.

B. Riley Wealth Advisors first reported a position in PHM in Q2 2014 and has held it in 19 quarters since. The position peaked at $462K in Q3 2024. 184 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • B. Riley Wealth Advisors held 2,321 shares of Pultegroup worth $320K as of Q2 2026.
  • B. Riley Wealth Advisors bought 482 Pultegroup shares in Q2 2026, an estimated $58.5K.
  • Pultegroup made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #607 holding.
  • B. Riley Wealth Advisors first reported a position in Pultegroup in Q2 2014 and has held it in 19 quarters since.
  • B. Riley Wealth Advisors's Pultegroup position peaked at $462K in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.