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BankPlus Trust Department’s Pultegroup PHM Stock Holding History

BankPlus Trust Department’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 		$1.29K Hold
11
– – ﹤0.01% 448
2025
Q4 		$1.29K Hold
11
– – ﹤0.01% 443
2025
Q3 		$1.45K Hold
11
– – ﹤0.01% 435
2025
Q2 		$1.16K Hold
11
– – ﹤0.01% 429
2025
Q1 		$1.13K Hold
11
– – ﹤0.01% 454
2024
Q4 		$1.2K Buy
+11
New +$1.43K ﹤0.01% 431

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

BankPlus Trust Department's PHM Position: Q1 2026 in Review

BankPlus Trust Department held its Pultegroup (PHM) position steady in Q1 2026 at 11 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

BankPlus Trust Department first reported a position in PHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.45K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • BankPlus Trust Department held 11 shares of Pultegroup worth $1.29K as of Q1 2026.
  • BankPlus Trust Department left its Pultegroup share count unchanged in Q1 2026.
  • Pultegroup made up ﹤0.01% of BankPlus Trust Department's portfolio in Q1 2026, its #448 holding.
  • BankPlus Trust Department first reported a position in Pultegroup in Q4 2024 and has held it in 6 quarters since.
  • BankPlus Trust Department's Pultegroup position peaked at $1.45K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.