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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
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

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

Farther Finance Advisors's PHM Position: Q2 2026 in Review

Farther Finance Advisors increased its Pultegroup (PHM) stake by 31% in Q2 2026, buying an estimated $241K and bringing the position to 8,426 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1009.

Farther Finance Advisors first reported a position in PHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q3 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Farther Finance Advisors held 8,426 shares of Pultegroup worth $1.16M as of Q2 2026.
  • Farther Finance Advisors bought 1,988 Pultegroup shares in Q2 2026, an estimated $241K.
  • Pultegroup made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1009 holding.
  • Farther Finance Advisors first reported a position in Pultegroup in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Pultegroup position peaked at $1.2M in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.