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PHM icon

BOK Financial’s Pultegroup PHM Stock Holding History

BOK Financial’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 		$212K Buy
1,548
+146
+10% +$17.7K ﹤0.01% 670
2026
Q1 		$165K Sell
1,402
-75
-5% -$9.61K ﹤0.01% 702
2025
Q4 		$173K Sell
1,477
-24
-2% -$2.94K ﹤0.01% 704
2025
Q3 		$198K Buy
1,501
+29
+2% +$3.6K ﹤0.01% 693
2025
Q2 		$155K Hold
1,472
– – ﹤0.01% 723
2025
Q1 		$151K Hold
1,472
– – ﹤0.01% 725
2024
Q4 		$158K Sell
1,472
-81
-5% -$10.5K ﹤0.01% 712
2024
Q3 		$222K Hold
1,553
– – ﹤0.01% 686
2024
Q2 		$171K Sell
1,553
-444
-22% -$50.4K ﹤0.01% 765
2024
Q1 		$237K Buy
1,997
+36
+2% +$3.86K ﹤0.01% 706
2023
Q4 		$202K Hold
1,961
– – ﹤0.01% 652
2023
Q3 		$144K Buy
1,961
+114
+6% +$9.09K ﹤0.01% 666
2023
Q2 		$143K Sell
1,847
-38
-2% -$2.58K ﹤0.01% 670
2023
Q1 		$110K Buy
+1,885
New +$102K ﹤0.01% 736
2018
Q4 		– Sell
-27,578
Closed -$683K – 924
2018
Q3 		$683K Buy
27,578
+810
+3% +$23K 0.02% 586
2018
Q2 		$770K Sell
26,768
-1,996
-7% -$60.1K 0.02% 546
2018
Q1 		$848K Sell
28,764
-1,098
-4% -$34.1K 0.02% 509
2017
Q4 		$993K Buy
+29,862
New +$927K 0.03% 495
2014
Q2 		– Sell
-10,665
Closed -$205K – 936
2014
Q1 		$205K Sell
10,665
-318
-3% -$6.28K 0.01% 840
2013
Q4 		$224K Sell
10,983
-1,355
-11% -$24K 0.01% 816
2013
Q3 		$204K Sell
12,338
-13,526
-52% -$231K 0.01% 777
2013
Q2 		$490K Buy
+25,864
New +$538K 0.02% 531

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BOK Financial's PHM Position: Q2 2026 in Review

BOK Financial increased its Pultegroup (PHM) stake by 10% in Q2 2026, buying an estimated $17.7K and bringing the position to 1,548 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

BOK Financial first reported a position in PHM in Q2 2013 and has held it in 22 quarters since. The position peaked at $993K in Q4 2017. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • BOK Financial held 1,548 shares of Pultegroup worth $212K as of Q2 2026.
  • BOK Financial bought 146 Pultegroup shares in Q2 2026, an estimated $17.7K.
  • Pultegroup made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #670 holding.
  • BOK Financial first reported a position in Pultegroup in Q2 2013 and has held it in 22 quarters since.
  • BOK Financial's Pultegroup position peaked at $993K in Q4 2017.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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