Dynamic Advisor Solutions’s Pultegroup PHM Stock Holding History

Dynamic Advisor Solutions’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	$246K	Sell	2,121 -35	-2%	-$4.4K	0.01%	905
2026 Q2	$296K	Sell	2,156 -1,648	-43%	-$200K	0.01%	861
2026 Q1	$447K	Buy	3,804 +210	+6%	+$26.9K	0.01%	676
2025 Q4	$421K	Buy	3,594 +895	+33%	+$110K	0.01%	673
2025 Q3	$357K	Sell	2,699 -116	-4%	-$14.4K	0.01%	723
2025 Q2	$297K	Buy	2,815 +510	+22%	+$51.4K	0.01%	748
2025 Q1	$237K	Buy	+2,305	New	+$249K	0.01%	771
2024 Q4	–	Sell	-2,041	Closed	-$293K	–	775
2024 Q3	$293K	Buy	+2,041	New	+$259K	0.01%	756

Other funds holding PHM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Dynamic Advisor Solutions's PHM Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Pultegroup (PHM) stake by 1.6% in Q3 2026, selling an estimated $4.4K and leaving 2,121 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #905.

Dynamic Advisor Solutions first reported a position in PHM in Q3 2024 and has held it in 8 quarters since. The position peaked at $447K in Q1 2026. 136 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

Dynamic Advisor Solutions held 2,121 shares of Pultegroup worth $246K as of Q3 2026.
Dynamic Advisor Solutions sold 35 Pultegroup shares in Q3 2026, an estimated $4.4K.
Pultegroup made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #905 holding.
Dynamic Advisor Solutions first reported a position in Pultegroup in Q3 2024 and has held it in 8 quarters since.
Dynamic Advisor Solutions's Pultegroup position peaked at $447K in Q1 2026.
136 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.