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Catalyst Capital Advisors’s Pultegroup PHM Stock Holding History

Catalyst Capital Advisors’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
2025
Q4 		– Sell
-434
Closed -$57.3K – 440
2025
Q3 		$57.3K Sell
434
-19
-4% -$2.36K ﹤0.01% 382
2025
Q2 		$47.8K Sell
453
-74
-14% -$7.46K ﹤0.01% 405
2025
Q1 		$54.2K Buy
+527
New +$56.9K ﹤0.01% 361
2022
Q1 		– Sell
-651
Closed -$37K – 433
2021
Q4 		$37K Buy
+651
New +$33.4K ﹤0.01% 311
2019
Q3 		– Sell
-26,000
Closed -$822K – 461
2019
Q2 		$822K Buy
+26,000
New +$811K 0.03% 151
2015
Q1 		– Sell
-14,272
Closed -$306K – 517
2014
Q4 		$306K Buy
14,272
+3,559
+33% +$71K 0.04% 278
2014
Q3 		$189K Buy
10,713
+967
+10% +$18.2K 0.02% 304
2014
Q2 		$196K Buy
9,746
+6,425
+193% +$123K 0.03% 288
2014
Q1 		$64K Buy
+3,321
New +$65.6K 0.01% 301
2013
Q4 		– Sell
-26,164
Closed -$432K – 300
2013
Q3 		$432K Sell
26,164
-32,306
-55% -$551K 0.24% 171
2013
Q2 		$1.11M Buy
+58,470
New +$1.22M 0.86% 26

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Catalyst Capital Advisors's PHM Position: Q4 2025 in Review

Catalyst Capital Advisors sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 434 shares — an estimated $57.3K sold.

Catalyst Capital Advisors first reported a position in PHM in Q2 2013 and held it in 11 quarters. The position peaked at $1.11M in Q2 2013. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Catalyst Capital Advisors reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Catalyst Capital Advisors sold 434 Pultegroup shares in Q4 2025, an estimated $57.3K.
  • Catalyst Capital Advisors first reported a position in Pultegroup in Q2 2013 and held it in 11 quarters.
  • Catalyst Capital Advisors's Pultegroup position peaked at $1.11M in Q2 2013.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Catalyst Capital Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.