BOK Financial Private Wealth’s Pultegroup PHM Stock Holding History

BOK Financial Private Wealth’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	$138	Buy	+1	New	+$121	﹤0.01%	776
2024 Q3	–	Hold	0	–	–	–	534
2024 Q2	–	Hold	0	–	–	–	465
2024 Q1	–	Sell	-302	Closed	-$31.2K	–	528
2023 Q4	$31.2K	Hold	302	–	–	﹤0.01%	290
2023 Q3	$22.4K	Hold	302	–	–	﹤0.01%	291
2023 Q2	$23.5K	Sell	302 -45	-13%	-$3.05K	﹤0.01%	279
2023 Q1	$20.3K	Buy	347 +45	+15%	+$2.43K	﹤0.01%	309
2022 Q4	$13.8K	Hold	302	–	–	﹤0.01%	311
2022 Q3	$11K	Hold	302	–	–	﹤0.01%	325
2022 Q2	$12K	Buy	+302	New	+$12.7K	﹤0.01%	330

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 $3.37T AUM 44.26% 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

BOK Financial Private Wealth's PHM Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Pultegroup (PHM) in Q2 2026: 1 share worth $138. The stake represents ﹤0.01% of the portfolio and ranks #776 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in PHM as recently as Q4 2023.

BOK Financial Private Wealth first reported a position in PHM in Q2 2022 and has held it in 8 quarters since. The position peaked at $31.2K in Q4 2023. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

BOK Financial Private Wealth held 1 share of Pultegroup worth $138 as of Q2 2026.
Pultegroup was a new BOK Financial Private Wealth position in Q2 2026.
Pultegroup made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #776 holding.
BOK Financial Private Wealth first reported a position in Pultegroup in Q2 2022 and has held it in 8 quarters since.
BOK Financial Private Wealth's Pultegroup position peaked at $31.2K in Q4 2023.
1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.