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Farther Finance Advisors’s Pultegroup PHM Stock Holding History

Farther Finance Advisors’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 		$1M Buy
8,623
+197
+2% +$24.8K 0.01% 1134
2026
Q2 		$1.16M Buy
8,426
+1,988
+31% +$241K 0.01% 1009
2026
Q1 		$754K Sell
6,438
-3,029
-32% -$388K 0.01% 1148
2025
Q4 		$1.11M Buy
9,467
+399
+4% +$48.9K 0.01% 836
2025
Q3 		$1.2M Buy
9,068
+2,765
+44% +$343K 0.02% 642
2025
Q2 		$665K Buy
6,303
+2,873
+84% +$289K 0.01% 772
2025
Q1 		$353K Buy
3,430
+53
+2% +$5.72K 0.01% 954
2024
Q4 		$368K Sell
3,377
-598
-15% -$77.6K 0.01% 718
2024
Q3 		$571K Buy
3,975
+1,493
+60% +$190K 0.02% 539
2024
Q2 		$264K Buy
2,482
+891
+56% +$101K 0.01% 714
2024
Q1 		$188K Sell
1,591
-95
-6% -$10.2K 0.01% 706
2023
Q4 		$174K Buy
1,686
+509
+43% +$43.3K 0.01% 598
2023
Q3 		$87.2K Buy
1,177
+131
+13% +$10.4K 0.01% 608
2023
Q2 		$81.3K Buy
1,046
+25
+2% +$1.69K 0.02% 522
2023
Q1 		$59.5K Buy
1,021
+6
+0.6% +$324 0.02% 558
2022
Q4 		$46.2K Buy
+1,015
New +$42.8K 0.02% 509

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
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
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Farther Finance Advisors's PHM Position: Q3 2026 in Review

Farther Finance Advisors increased its Pultegroup (PHM) stake by 2.3% in Q3 2026, buying an estimated $24.8K and bringing the position to 8,623 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #1134.

Farther Finance Advisors first reported a position in PHM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.2M in Q3 2025. 38 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Farther Finance Advisors held 8,623 shares of Pultegroup worth $1M as of Q3 2026.
  • Farther Finance Advisors bought 197 Pultegroup shares in Q3 2026, an estimated $24.8K.
  • Pultegroup made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1134 holding.
  • Farther Finance Advisors first reported a position in Pultegroup in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Pultegroup position peaked at $1.2M in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.