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Eastern Bank’s Pultegroup PHM Stock Holding History

Eastern 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
2026
Q3 		$365K Sell
3,143
-3,463
-52% -$435K 0.01% 321
2026
Q2 		$906K Sell
6,606
-111,986
-94% -$13.6M 0.01% 216
2026
Q1 		$13.9M Sell
118,592
-13,850
-10% -$1.77M 0.24% 91
2025
Q4 		$15.5M Sell
132,442
-4,965
-4% -$609K 0.27% 75
2025
Q3 		$18.2M Buy
137,407
+693
+0.5% +$86.1K 0.32% 67
2025
Q2 		$14.4M Sell
136,714
-1,006
-0.7% -$101K 0.27% 75
2025
Q1 		$14.2M Sell
137,720
-5,020
-4% -$542K 0.28% 77
2024
Q4 		$15.5M Buy
142,740
+6,243
+5% +$811K 0.29% 85
2024
Q3 		$19.6M Buy
136,497
+1,551
+1% +$197K 0.35% 84
2024
Q2 		$14.9M Buy
134,946
+2,131
+2% +$242K 0.6% 60
2024
Q1 		$16M Buy
132,815
+9,340
+8% +$1M 0.67% 57
2023
Q4 		$12.7M Buy
+123,475
New +$10.5M 0.58% 69

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

Eastern Bank's PHM Position: Q3 2026 in Review

Eastern Bank reduced its Pultegroup (PHM) stake by 52% in Q3 2026, selling an estimated $435K and leaving 3,143 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #321.

Eastern Bank first reported a position in PHM in Q4 2023 and has held it in 12 quarters since. The position peaked at $19.6M in Q3 2024. 38 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Eastern Bank held 3,143 shares of Pultegroup worth $365K as of Q3 2026.
  • Eastern Bank sold 3,463 Pultegroup shares in Q3 2026, an estimated $435K.
  • Pultegroup made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #321 holding.
  • Eastern Bank first reported a position in Pultegroup in Q4 2023 and has held it in 12 quarters since.
  • Eastern Bank's Pultegroup position peaked at $19.6M in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.