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Brooklyn Investment Group’s Pultegroup PHM Stock Holding History

Brooklyn Investment Group’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 		$1.22M Buy
10,341
+4,379
+73% +$561K 0.04% 464
2025
Q4 		$708K Buy
5,962
+3,587
+151% +$440K 0.03% 473
2025
Q3 		$251K Sell
2,375
-61
-3% -$7.58K 0.03% 495
2025
Q2 		$257K Buy
2,436
+633
+35% +$63.8K 0.03% 494
2025
Q1 		$185K Buy
1,803
+586
+48% +$63.3K 0.04% 360
2024
Q4 		$131K Buy
1,217
+186
+18% +$24.1K 0.04% 319
2024
Q3 		$148K Buy
+1,031
New +$131K 0.05% 284

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Brooklyn Investment Group's PHM Position: Q1 2026 in Review

Brooklyn Investment Group increased its Pultegroup (PHM) stake by 73% in Q1 2026, buying an estimated $561K and bringing the position to 10,341 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #464.

Brooklyn Investment Group first reported a position in PHM in Q3 2024 and has held it in 7 quarters since. 1,036 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Brooklyn Investment Group held 10,341 shares of Pultegroup worth $1.22M as of Q1 2026.
  • Brooklyn Investment Group bought 4,379 Pultegroup shares in Q1 2026, an estimated $561K.
  • Pultegroup made up 0.04% of Brooklyn Investment Group's portfolio in Q1 2026, its #464 holding.
  • Brooklyn Investment Group first reported a position in Pultegroup in Q3 2024 and has held it in 7 quarters since.
  • 1,036 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.