Everence Capital Management’s Pultegroup PHM Stock Holding History

Everence Capital Management’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	$622K	Hold	4,530	–	–	0.03%	354
2026 Q1	$533K	Hold	4,530	–	–	0.03%	360
2025 Q4	$531K	Hold	4,530	–	–	0.03%	373
2025 Q3	$599K	Hold	4,530	–	–	0.04%	343
2025 Q2	$478K	Buy	+4,530	New	+$456K	0.03%	392
2025 Q1	–	Sell	-3,460	Closed	-$377K	–	826
2024 Q4	$377K	Sell	3,460 -5,590	-62%	-$726K	0.02%	472
2024 Q3	$1.3M	Hold	9,050	–	–	0.08%	184
2024 Q2	$1.01M	Hold	9,050	–	–	0.07%	227
2024 Q1	$1.09M	Hold	9,050	–	–	0.07%	225
2023 Q4	$934K	Buy	9,050 +510	+6%	+$43.3K	0.07%	245
2023 Q3	$632K	Buy	+8,540	New	+$681K	0.05%	317
2020 Q3	–	Sell	-7,430	Closed	-$252K	–	729
2020 Q2	$252K	Buy	+7,430	New	+$223K	0.03%	505

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Everence Capital Management's PHM Position: Q2 2026 in Review

Everence Capital Management held its Pultegroup (PHM) position steady in Q2 2026 at 4,530 shares worth $622K. The position accounts for 0.03% of the portfolio, ranked #354.

Everence Capital Management first reported a position in PHM in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.3M in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Everence Capital Management held 4,530 shares of Pultegroup worth $622K as of Q2 2026.
Everence Capital Management left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up 0.03% of Everence Capital Management's portfolio in Q2 2026, its #354 holding.
Everence Capital Management first reported a position in Pultegroup in Q2 2020 and has held it in 12 quarters since.
Everence Capital Management's Pultegroup position peaked at $1.3M in Q3 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.