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Community Bank & Trust (Waco, Texas)’s Pultegroup PHM Stock Holding History

Community Bank & Trust (Waco, Texas)’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 		$511K Hold
3,723
– – 0.09% 101
2026
Q1 		$438K Sell
3,723
-107
-3% -$13.7K 0.09% 109
2025
Q4 		$449K Hold
3,830
– – 0.09% 108
2025
Q3 		$506K Sell
3,830
-8
-0.2% -$994 0.1% 103
2025
Q2 		$405K Hold
3,838
– – 0.09% 114
2025
Q1 		$395K Sell
3,838
-5
-0.1% -$540 0.09% 112
2024
Q4 		$419K Hold
3,843
– – 0.1% 108
2024
Q3 		$552K Buy
3,843
+102
+3% +$13K 0.12% 100
2024
Q2 		$412K Hold
3,741
– – 0.1% 106
2024
Q1 		$451K Hold
3,741
– – 0.11% 105
2023
Q4 		$386K Buy
+3,741
New +$318K 0.11% 109
2023
Q3 		– Sell
-3,616
Closed -$281K – 137
2023
Q2 		$281K Hold
3,616
– – 0.08% 115
2023
Q1 		$211K Buy
+3,616
New +$195K 0.07% 131
2021
Q4 		– Sell
-5,816
Closed -$267K – 134
2021
Q3 		$267K Sell
5,816
-316
-5% -$16.4K 0.09% 114
2021
Q2 		$335K Sell
6,132
-350
-5% -$19.6K 0.11% 105
2021
Q1 		$340K Sell
6,482
-1,000
-13% -$46.7K 0.12% 105
2020
Q4 		$323K Sell
7,482
-500
-6% -$22.2K 0.11% 100
2020
Q3 		$369K Sell
7,982
-300
-4% -$12.8K 0.15% 91
2020
Q2 		$282K Sell
8,282
-800
-9% -$24K 0.12% 104
2020
Q1 		$203K Sell
9,082
-1,716
-16% -$66.3K 0.1% 107
2019
Q4 		$419K Sell
10,798
-256
-2% -$9.95K 0.17% 91
2019
Q3 		$404K Sell
11,054
-2,108
-16% -$70.1K 0.17% 92
2019
Q2 		$416K Sell
13,162
-5,177
-28% -$162K 0.18% 94
2019
Q1 		$513K Sell
18,339
-527
-3% -$14.4K 0.23% 86
2018
Q4 		$490K Sell
18,866
-128
-0.7% -$3.17K 0.24% 86
2018
Q3 		$470K Sell
18,994
-2,896
-13% -$82.1K 0.2% 94
2018
Q2 		$629K Sell
21,890
-727
-3% -$21.9K 0.28% 81
2018
Q1 		$667K Buy
22,617
+120
+0.5% +$3.72K 0.31% 80
2017
Q4 		$748K Buy
+22,497
New +$699K 0.33% 79

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Community Bank & Trust (Waco, Texas)'s PHM Position: Q2 2026 in Review

Community Bank & Trust (Waco, Texas) held its Pultegroup (PHM) position steady in Q2 2026 at 3,723 shares worth $511K. The position accounts for 0.09% of the portfolio, ranked #101.

Community Bank & Trust (Waco, Texas) first reported a position in PHM in Q4 2017 and has held it in 29 quarters since. The position peaked at $748K in Q4 2017. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Community Bank & Trust (Waco, Texas) held 3,723 shares of Pultegroup worth $511K as of Q2 2026.
  • Community Bank & Trust (Waco, Texas) left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.09% of Community Bank & Trust (Waco, Texas)'s portfolio in Q2 2026, its #101 holding.
  • Community Bank & Trust (Waco, Texas) first reported a position in Pultegroup in Q4 2017 and has held it in 29 quarters since.
  • Community Bank & Trust (Waco, Texas)'s Pultegroup position peaked at $748K in Q4 2017.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Community Bank & Trust (Waco, Texas)'s 13F filing for Q2 2026, filed 4 Aug 2026.