Colonial River Investments’s Pultegroup PHM Stock Holding History

Colonial River Investments’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	$500K	Sell	3,646 -737	-17%	-$89.5K	0.14%	129
2026 Q1	$515K	Sell	4,383 -63	-1%	-$8.07K	0.18%	114
2025 Q4	$521K	Buy	4,446 +534	+14%	+$65.5K	0.19%	123
2025 Q3	$517K	Sell	3,912 -144	-4%	-$17.9K	0.19%	119
2025 Q2	$467K	Buy	4,056 +1,610	+66%	+$162K	0.2%	112
2025 Q1	$251K	Sell	2,446 -740	-23%	-$79.9K	0.14%	158
2024 Q4	$347K	Buy	3,186 +167	+6%	+$21.7K	0.17%	130
2024 Q3	$433K	Buy	+3,019	New	+$384K	0.22%	106
2024 Q1	–	Sell	-3,989	Closed	-$412K	–	211
2023 Q4	$412K	Buy	+3,989	New	+$339K	0.24%	115

Other funds holding PHM

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Colonial River Investments's PHM Position: Q2 2026 in Review

Colonial River Investments reduced its Pultegroup (PHM) stake by 17% in Q2 2026, selling an estimated $89.5K and leaving 3,646 shares worth $500K. The position accounts for 0.14% of the portfolio, ranked #129.

Colonial River Investments first reported a position in PHM in Q4 2023 and has held it in 9 quarters since. The position peaked at $521K in Q4 2025. 538 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Colonial River Investments held 3,646 shares of Pultegroup worth $500K as of Q2 2026.
Colonial River Investments sold 737 Pultegroup shares in Q2 2026, an estimated $89.5K.
Pultegroup made up 0.14% of Colonial River Investments's portfolio in Q2 2026, its #129 holding.
Colonial River Investments first reported a position in Pultegroup in Q4 2023 and has held it in 9 quarters since.
Colonial River Investments's Pultegroup position peaked at $521K in Q4 2025.
538 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.