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Econ Financial Services’s Pultegroup PHM Stock Holding History

Econ Financial Services’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 		– Sell
-8,341
Closed -$981K – 87
2026
Q1 		$981K Buy
8,341
+3,000
+56% +$384K 0.46% 61
2025
Q4 		$626K Buy
+5,341
New +$655K 0.31% 66
2025
Q3 		– Sell
-5,375
Closed -$567K – 96
2025
Q2 		$567K Buy
+5,375
New +$542K 0.29% 72

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MF
Milford Funds Auckland $6.14B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Econ Financial Services's PHM Position: Q2 2026 in Review

Econ Financial Services sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 8,341 shares — an estimated $981K sold.

Econ Financial Services first reported a position in PHM in Q2 2025 and held it in 3 quarters. The position peaked at $981K in Q1 2026. 393 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Econ Financial Services reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
  • Econ Financial Services sold 8,341 Pultegroup shares in Q2 2026, an estimated $981K.
  • Econ Financial Services first reported a position in Pultegroup in Q2 2025 and held it in 3 quarters.
  • Econ Financial Services's Pultegroup position peaked at $981K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.