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Cooper Financial Group’s Pultegroup PHM Stock Holding History

Cooper Financial Group’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 		$481K Buy
4,144
+89
+2% +$11.2K 0.04% 264
2026
Q2 		$556K Sell
4,055
-2,027
-33% -$246K 0.05% 249
2026
Q1 		$715K Sell
6,082
-232
-4% -$29.7K 0.07% 204
2025
Q4 		$740K Buy
6,314
+241
+4% +$29.6K 0.08% 183
2025
Q3 		$802K Sell
6,073
-624
-9% -$77.5K 0.09% 176
2025
Q2 		$706K Buy
6,697
+92
+1% +$9.27K 0.08% 196
2025
Q1 		$679K Buy
6,605
+914
+16% +$98.7K 0.09% 199
2024
Q4 		$620K Sell
5,691
-1,089
-16% -$141K 0.07% 207
2024
Q3 		$973K Buy
6,780
+3,128
+86% +$398K 0.13% 146
2024
Q2 		$402K Buy
+3,652
New +$415K 0.06% 249

Other funds holding PHM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cooper Financial Group's PHM Position: Q3 2026 in Review

Cooper Financial Group increased its Pultegroup (PHM) stake by 2.2% in Q3 2026, buying an estimated $11.2K and bringing the position to 4,144 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #264.

Cooper Financial Group first reported a position in PHM in Q2 2024 and has held it in 10 quarters since. The position peaked at $973K in Q3 2024. 38 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Cooper Financial Group held 4,144 shares of Pultegroup worth $481K as of Q3 2026.
  • Cooper Financial Group bought 89 Pultegroup shares in Q3 2026, an estimated $11.2K.
  • Pultegroup made up 0.04% of Cooper Financial Group's portfolio in Q3 2026, its #264 holding.
  • Cooper Financial Group first reported a position in Pultegroup in Q2 2024 and has held it in 10 quarters since.
  • Cooper Financial Group's Pultegroup position peaked at $973K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.