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Compass Financial Management’s Pultegroup PHM Stock Holding History

Compass Financial Management’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 		$72.7K Buy
+535
New +$65K 0.01% 613

Other funds holding PHM

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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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Compass Financial Management's PHM Position: Q2 2026 in Review

Compass Financial Management opened a new position in Pultegroup (PHM) in Q2 2026: 535 shares worth $72.7K. The stake represents 0.01% of the portfolio and ranks #613 among its holdings.

987 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Compass Financial Management held 535 shares of Pultegroup worth $72.7K as of Q2 2026.
  • Pultegroup was a new Compass Financial Management position in Q2 2026.
  • Pultegroup made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #613 holding.
  • 987 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.