BFSG LLC
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BFSG LLC’s Pultegroup PHM Stock Holding History

BFSG LLC’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
Q3 		$1.39K Buy
+12
New +$1.51K ﹤0.01% 809
2018
Q1 		– Sell
-9,277
Closed -$308K – 163
2017
Q4 		$308K Buy
+9,277
New +$288K 0.13% 119

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

BFSG LLC's PHM Position: Q3 2026 in Review

BFSG LLC opened a new position in Pultegroup (PHM) in Q3 2026: 12 shares worth $1.39K. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings. This is a return to the name: BFSG LLC previously reported a position in PHM as recently as Q4 2017.

BFSG LLC first reported a position in PHM in Q4 2017 and has held it in 2 quarters since. The position peaked at $308K in Q4 2017. 567 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • BFSG LLC held 12 shares of Pultegroup worth $1.39K as of Q3 2026.
  • Pultegroup was a new BFSG LLC position in Q3 2026.
  • Pultegroup made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #809 holding.
  • BFSG LLC first reported a position in Pultegroup in Q4 2017 and has held it in 2 quarters since.
  • BFSG LLC's Pultegroup position peaked at $308K in Q4 2017.
  • 567 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.