DZ Bank
PHM icon

DZ Bank’s Pultegroup PHM Stock Holding History

DZ Bank’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
2025
Q3 		– Sell
-1,821
Closed -$192K – 1007
2025
Q2 		$192K Buy
1,821
+793
+77% +$79.9K ﹤0.01% 836
2025
Q1 		$106K Sell
1,028
-2,341
-69% -$253K ﹤0.01% 896
2024
Q4 		$367K Sell
3,369
-13,981
-81% -$1.82M ﹤0.01% 763
2024
Q3 		$2.49M Sell
17,350
-7,534
-30% -$958K ﹤0.01% 550
2024
Q2 		$2.74M Buy
24,884
+5,829
+31% +$662K ﹤0.01% 551
2024
Q1 		$2.3M Buy
19,055
+3,577
+23% +$384K ﹤0.01% 570
2023
Q4 		$1.6M Sell
15,478
-2,773
-15% -$236K ﹤0.01% 600
2023
Q3 		$1.35M Hold
18,251
– – ﹤0.01% 603
2023
Q2 		$1.42M Buy
+18,251
New +$1.24M ﹤0.01% 619
2021
Q4 		– Sell
-8,193
Closed -$376K – 1128
2021
Q3 		$376K Sell
8,193
-129,368
-94% -$6.72M ﹤0.01% 803
2021
Q2 		$7.51M Sell
137,561
-251,537
-65% -$14.1M 0.01% 430
2021
Q1 		$20.4M Buy
389,098
+136,117
+54% +$6.35M 0.04% 252
2020
Q4 		$10.9M Buy
252,981
+126,046
+99% +$5.58M 0.02% 321
2020
Q3 		$5.88M Buy
126,935
+104,958
+478% +$4.49M 0.01% 358
2020
Q2 		$748K Sell
21,977
-52,029
-70% -$1.56M ﹤0.01% 560
2020
Q1 		$1.65M Buy
74,006
+37,572
+103% +$1.45M 0.01% 465
2019
Q4 		$1.41M Sell
36,434
-37,572
-51% -$1.46M ﹤0.01% 501
2019
Q3 		$2.7M Buy
74,006
+37,312
+102% +$1.24M 0.01% 431
2019
Q2 		$1.16M Buy
+36,694
New +$1.15M ﹤0.01% 543

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DZ Bank's PHM Position: Q3 2025 in Review

DZ Bank sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 1,821 shares — an estimated $192K sold.

DZ Bank first reported a position in PHM in Q2 2019 and held it in 19 quarters. The position peaked at $20.4M in Q1 2021. 987 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • DZ Bank reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • DZ Bank sold 1,821 Pultegroup shares in Q3 2025, an estimated $192K.
  • DZ Bank first reported a position in Pultegroup in Q2 2019 and held it in 19 quarters.
  • DZ Bank's Pultegroup position peaked at $20.4M in Q1 2021.
  • 987 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on DZ Bank's 13F filing for Q3 2025, filed 14 Nov 2025.