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Clark Financial Services Group’s Pultegroup PHM Stock Holding History

Clark Financial Services 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
2025
Q4 		– Sell
-3,706
Closed -$490K – 109
2025
Q3 		$490K Buy
3,706
+528
+17% +$65.6K 0.26% 59
2025
Q2 		$335K Buy
3,178
+311
+11% +$31.3K 0.21% 81
2025
Q1 		$295K Buy
2,867
+722
+34% +$78K 0.2% 77
2024
Q4 		$234K Buy
2,145
+165
+8% +$21.4K 0.18% 72
2024
Q3 		$284K Buy
1,980
+45
+2% +$5.72K 0.26% 54
2024
Q2 		$213K Buy
1,935
+114
+6% +$12.9K 0.22% 57
2024
Q1 		$220K Buy
+1,821
New +$195K 0.26% 54

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

Clark Financial Services Group's PHM Position: Q4 2025 in Review

Clark Financial Services Group sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 3,706 shares — an estimated $490K sold.

Clark Financial Services Group first reported a position in PHM in Q1 2024 and held it in 7 quarters. The position peaked at $490K in Q3 2025. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Clark Financial Services Group reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Clark Financial Services Group sold 3,706 Pultegroup shares in Q4 2025, an estimated $490K.
  • Clark Financial Services Group first reported a position in Pultegroup in Q1 2024 and held it in 7 quarters.
  • Clark Financial Services Group's Pultegroup position peaked at $490K in Q3 2025.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Clark Financial Services Group's 13F filing for Q4 2025, filed 6 Jan 2026.