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Financial Advocates Investment Management’s Pultegroup PHM Stock Holding History

Financial Advocates Investment 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
2025
Q3 		$232K Buy
+1,754
New +$218K 0.13% 97
2025
Q1 		– Sell
-13,859
Closed -$1.51M – 776
2024
Q4 		$1.51M Sell
13,859
-353
-2% -$45.8K 0.09% 217
2024
Q3 		$2.04M Buy
+14,212
New +$1.81M 0.12% 180
2024
Q2 		– Sell
-2,818
Closed -$340K – 805
2024
Q1 		$340K Buy
2,818
+1
+0% +$107 0.02% 548
2023
Q4 		$291K Buy
+2,817
New +$239K 0.02% 565

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Advocates Investment Management's PHM Position: Q3 2025 in Review

Financial Advocates Investment Management opened a new position in Pultegroup (PHM) in Q3 2025: 1,754 shares worth $232K. The stake represents 0.13% of the portfolio and ranks #97 among its holdings. This is a return to the name: Financial Advocates Investment Management previously reported a position in PHM as recently as Q4 2024.

Financial Advocates Investment Management first reported a position in PHM in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.04M in Q3 2024. 986 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Financial Advocates Investment Management held 1,754 shares of Pultegroup worth $232K as of Q3 2025.
  • Pultegroup was a new Financial Advocates Investment Management position in Q3 2025.
  • Pultegroup made up 0.13% of Financial Advocates Investment Management's portfolio in Q3 2025, its #97 holding.
  • Financial Advocates Investment Management first reported a position in Pultegroup in Q4 2023 and has held it in 5 quarters since.
  • Financial Advocates Investment Management's Pultegroup position peaked at $2.04M in Q3 2024.
  • 986 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.