Colonial Trust Advisors
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Colonial Trust Advisors’s Pultegroup PHM Stock Holding History

Colonial Trust 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
Q3 		– Sell
-171
Closed -$23.5K – 885
2026
Q2 		$23.5K Buy
+171
New +$20.8K ﹤0.01% 461
2024
Q2 		– Sell
-7
Closed -$844 – 952
2024
Q1 		$844 Sell
7
-49
-88% -$5.26K ﹤0.01% 873
2023
Q4 		$5.78K Hold
56
– – ﹤0.01% 590
2023
Q3 		$4.15K Sell
56
-11
-16% -$877 ﹤0.01% 639
2023
Q2 		$5.2K Hold
67
– – ﹤0.01% 623
2023
Q1 		$3.9K Sell
67
-7
-9% -$378 ﹤0.01% 656
2022
Q4 		$3.37K Buy
+74
New +$3.12K ﹤0.01% 664

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Colonial Trust Advisors's PHM Position: Q3 2026 in Review

Colonial Trust Advisors sold out of Pultegroup (PHM) in Q3 2026, closing a stake of 171 shares — an estimated $23.5K sold.

Colonial Trust Advisors first reported a position in PHM in Q4 2022 and held it in 7 quarters. The position peaked at $23.5K in Q2 2026. 854 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Colonial Trust Advisors reported no remaining Pultegroup position as of Q3 2026 after selling out during the quarter.
  • Colonial Trust Advisors sold 171 Pultegroup shares in Q3 2026, an estimated $23.5K.
  • Colonial Trust Advisors first reported a position in Pultegroup in Q4 2022 and held it in 7 quarters.
  • Colonial Trust Advisors's Pultegroup position peaked at $23.5K in Q2 2026.
  • 854 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.