Clayton Financial Group’s Pultegroup PHM Stock Holding History

Clayton Financial 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
2026 Q2	–	Sell	-13	Closed	-$1.53K	–	438
2026 Q1	$1.53K	Sell	13 -24	-65%	-$3.07K	﹤0.01%	511
2025 Q4	$4.34K	Buy	+37	New	+$4.54K	﹤0.01%	327

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clayton Financial Group's PHM Position: Q2 2026 in Review

Clayton Financial Group sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 13 shares — an estimated $1.53K sold.

Clayton Financial Group first reported a position in PHM in Q4 2025 and held it in 2 quarters. The position peaked at $4.34K in Q4 2025. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Clayton Financial Group reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 13 Pultegroup shares in Q2 2026, an estimated $1.53K.
Clayton Financial Group first reported a position in Pultegroup in Q4 2025 and held it in 2 quarters.
Clayton Financial Group's Pultegroup position peaked at $4.34K in Q4 2025.
1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.