COFG Advisors’s Pultegroup PHM Stock Holding History

COFG 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
2026 Q2	$354K	Sell	2,581 -74	-3%	-$8.99K	0.06%	224
2026 Q1	$312K	Buy	2,655 +74	+3%	+$9.48K	0.08%	164
2025 Q4	$303K	Buy	+2,581	New	+$317K	0.07%	169

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

COFG Advisors's PHM Position: Q2 2026 in Review

COFG Advisors reduced its Pultegroup (PHM) stake by 2.8% in Q2 2026, selling an estimated $8.99K and leaving 2,581 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #224.

COFG Advisors first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 1,037 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

COFG Advisors held 2,581 shares of Pultegroup worth $354K as of Q2 2026.
COFG Advisors sold 74 Pultegroup shares in Q2 2026, an estimated $8.99K.
Pultegroup made up 0.06% of COFG Advisors's portfolio in Q2 2026, its #224 holding.
COFG Advisors first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
1,037 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.