Fifth Third Wealth Advisors
PHM icon

Fifth Third Wealth Advisors’s Pultegroup PHM Stock Holding History

Fifth Third Wealth 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 		$435K Buy
3,749
+107
+3% +$13.4K 0.01% 583
2026
Q2 		$500K Sell
3,642
-36
-1% -$4.37K 0.01% 488
2026
Q1 		$433K Sell
3,678
-130
-3% -$16.6K 0.01% 480
2025
Q4 		$447K Buy
3,808
+422
+12% +$51.8K 0.02% 428
2025
Q3 		$447K Sell
3,386
-39
-1% -$4.84K 0.02% 418
2025
Q2 		$361K Sell
3,425
-491
-13% -$49.5K 0.02% 466
2025
Q1 		$403K Buy
3,916
+483
+14% +$52.2K 0.02% 391
2024
Q4 		$374K Buy
3,433
+1,007
+42% +$131K 0.02% 409
2024
Q3 		$348K Buy
2,426
+115
+5% +$14.6K 0.02% 411
2024
Q2 		$254K Buy
+2,311
New +$262K 0.02% 482

Other funds holding PHM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fifth Third Wealth Advisors's PHM Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Pultegroup (PHM) stake by 2.9% in Q3 2026, buying an estimated $13.4K and bringing the position to 3,749 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #583.

Fifth Third Wealth Advisors first reported a position in PHM in Q2 2024 and has held it in 10 quarters since. The position peaked at $500K in Q2 2026. 210 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Fifth Third Wealth Advisors held 3,749 shares of Pultegroup worth $435K as of Q3 2026.
  • Fifth Third Wealth Advisors bought 107 Pultegroup shares in Q3 2026, an estimated $13.4K.
  • Pultegroup made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #583 holding.
  • Fifth Third Wealth Advisors first reported a position in Pultegroup in Q2 2024 and has held it in 10 quarters since.
  • Fifth Third Wealth Advisors's Pultegroup position peaked at $500K in Q2 2026.
  • 210 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.