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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
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

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
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
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
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

Eastern Bank's PHM Position: Q2 2026 in Review

Eastern Bank reduced its Pultegroup (PHM) stake by 94% in Q2 2026, selling an estimated $13.6M and leaving 6,606 shares worth $906K. The position accounts for 0.01% of the portfolio, ranked #216.

Eastern Bank first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.6M in Q3 2024. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Eastern Bank held 6,606 shares of Pultegroup worth $906K as of Q2 2026.
  • Eastern Bank sold 111,986 Pultegroup shares in Q2 2026, an estimated $13.6M.
  • Pultegroup made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #216 holding.
  • Eastern Bank first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • Eastern Bank's Pultegroup position peaked at $19.6M in Q3 2024.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.