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Byrne Asset Management’s Pultegroup PHM Stock Holding History

Byrne Asset Management’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 		$17.5K Hold
150
– – 0.01% 399
2026
Q2 		$20.6K Hold
150
– – 0.01% 366
2026
Q1 		$17.6K Hold
150
– – 0.01% 355
2025
Q4 		$17.6K Hold
150
– – 0.01% 365
2025
Q3 		$19.8K Hold
150
– – 0.01% 340
2025
Q2 		$15.8K Sell
150
-32
-18% -$3.22K 0.01% 355
2025
Q1 		$18.7K Sell
182
-4
-2% -$432 0.01% 349
2024
Q4 		$20.3K Sell
186
-52
-22% -$6.75K 0.01% 286
2024
Q3 		$34.2K Sell
238
-54
-18% -$6.87K 0.02% 236
2024
Q2 		$32K Hold
292
– – 0.02% 245
2024
Q1 		$35.2K Buy
292
+45
+18% +$4.83K 0.02% 236
2023
Q4 		$25.7K Sell
247
-16
-6% -$1.36K 0.02% 259
2023
Q3 		$19K Hold
263
– – 0.02% 275
2023
Q2 		$20K Buy
263
+43
+20% +$2.91K 0.01% 327
2023
Q1 		$13K Hold
220
– – 0.01% 362
2022
Q4 		$10K Sell
220
-30
-12% -$1.26K 0.01% 375
2022
Q3 		$9K Sell
250
-30
-11% -$1.26K 0.01% 357
2022
Q2 		$11K Sell
280
-20
-7% -$842 0.01% 350
2022
Q1 		$13K Buy
300
+150
+100% +$7.44K 0.01% 361
2021
Q4 		$9K Buy
+150
New +$7.69K 0.01% 399

Other funds holding PHM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Byrne Asset Management's PHM Position: Q3 2026 in Review

Byrne Asset Management held its Pultegroup (PHM) position steady in Q3 2026 at 150 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #399.

Byrne Asset Management first reported a position in PHM in Q4 2021 and has held it in 20 quarters since. The position peaked at $35.2K in Q1 2024. 38 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Byrne Asset Management held 150 shares of Pultegroup worth $17.5K as of Q3 2026.
  • Byrne Asset Management left its Pultegroup share count unchanged in Q3 2026.
  • Pultegroup made up 0.01% of Byrne Asset Management's portfolio in Q3 2026, its #399 holding.
  • Byrne Asset Management first reported a position in Pultegroup in Q4 2021 and has held it in 20 quarters since.
  • Byrne Asset Management's Pultegroup position peaked at $35.2K in Q1 2024.
  • 38 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.