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 Q2	$1.51K	Hold	11	–	–	﹤0.01%	443
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BankPlus Trust Department's PHM Position: Q2 2026 in Review

BankPlus Trust Department held its Pultegroup (PHM) position steady in Q2 2026 at 11 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

BankPlus Trust Department first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

BankPlus Trust Department held 11 shares of Pultegroup worth $1.51K as of Q2 2026.
BankPlus Trust Department left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #443 holding.
BankPlus Trust Department first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.