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COMPASS FINANCIAL MANAGEMENT LLC’s Pultegroup PHM Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$72.7K Buy
+535
New +$65K 0.01% 613

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PHM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Pultegroup (PHM) in Q2 2026: 535 shares worth $72.7K. The stake represents 0.01% of the portfolio and ranks #613 among its holdings.

796 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 535 shares of Pultegroup worth $72.7K as of Q2 2026.
  • Pultegroup was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Pultegroup made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #613 holding.
  • 796 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.