CNB Bank’s Pultegroup PHM Stock Holding History

CNB Bank’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	$78K	Sell	672 -38	-5%	-$4.78K	0.03%	248
2026 Q2	$97.4K	Sell	710 -103	-13%	-$12.5K	0.04%	215
2026 Q1	$95.6K	Sell	813 -55	-6%	-$7.04K	0.04%	212
2025 Q4	$102K	Sell	868 -11	-1%	-$1.35K	0.04%	204
2025 Q3	$116K	Buy	879 +660	+301%	+$82K	0.05%	205
2025 Q2	$23.1K	Hold	219	–	–	0.01%	316
2025 Q1	$22.5K	Hold	219	–	–	0.01%	303
2024 Q4	$23.8K	Sell	219 -1	-0.5%	-$130	0.01%	303
2024 Q3	$31.6K	Sell	220 -7	-3%	-$890	0.01%	300
2024 Q2	$25K	Hold	227	–	–	0.01%	312
2024 Q1	$27.4K	Buy	227 +30	+15%	+$3.22K	0.01%	300
2023 Q4	$20.3K	Hold	197	–	–	0.01%	311
2023 Q3	$14.6K	Buy	+197	New	+$15.7K	0.01%	327

Other funds holding PHM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

CNB Bank's PHM Position: Q3 2026 in Review

CNB Bank reduced its Pultegroup (PHM) stake by 5.4% in Q3 2026, selling an estimated $4.78K and leaving 672 shares worth $78K. The position accounts for 0.03% of the portfolio, ranked #248.

CNB Bank first reported a position in PHM in Q3 2023 and has held it in 13 quarters since. The position peaked at $116K in Q3 2025. 616 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

CNB Bank held 672 shares of Pultegroup worth $78K as of Q3 2026.
CNB Bank sold 38 Pultegroup shares in Q3 2026, an estimated $4.78K.
Pultegroup made up 0.03% of CNB Bank's portfolio in Q3 2026, its #248 holding.
CNB Bank first reported a position in Pultegroup in Q3 2023 and has held it in 13 quarters since.
CNB Bank's Pultegroup position peaked at $116K in Q3 2025.
616 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on CNB Bank's 13F filing for Q3 2026, filed 9 Nov 2026.