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Burford Brothers’s Pultegroup PHM Stock Holding History

Burford Brothers’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 		$337K Sell
2,460
-3
-0.1% -$364 0.12% 128
2026
Q1 		$290K Sell
2,463
-25
-1% -$3.2K 0.12% 138
2025
Q4 		$292K Hold
2,488
– – 0.12% 137
2025
Q3 		$329K Hold
2,488
– – 0.14% 124
2025
Q2 		$262K Sell
2,488
-20
-0.8% -$2.02K 0.12% 136
2025
Q1 		$258K Sell
2,508
-173
-6% -$18.7K 0.13% 131
2024
Q4 		$292K Hold
2,681
– – 0.14% 123
2024
Q3 		$385K Hold
2,681
– – 0.2% 111
2024
Q2 		$295K Buy
2,681
+23
+0.9% +$2.61K 0.17% 121
2024
Q1 		$321K Buy
2,658
+108
+4% +$11.6K 0.21% 119
2023
Q4 		$263K Buy
+2,550
New +$217K 0.19% 127

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

Burford Brothers's PHM Position: Q2 2026 in Review

Burford Brothers reduced its Pultegroup (PHM) stake by 0.12% in Q2 2026, selling an estimated $364 and leaving 2,460 shares worth $337K. The position accounts for 0.12% of the portfolio, ranked #128.

Burford Brothers first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $385K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Burford Brothers held 2,460 shares of Pultegroup worth $337K as of Q2 2026.
  • Burford Brothers sold 3 Pultegroup shares in Q2 2026, an estimated $364.
  • Pultegroup made up 0.12% of Burford Brothers's portfolio in Q2 2026, its #128 holding.
  • Burford Brothers first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • Burford Brothers's Pultegroup position peaked at $385K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.