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Financial Strategies Group’s Pultegroup PHM Stock Holding History

Financial Strategies Group’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 		$8.9M Buy
71,627
+3,389
+5% +$412K 1.42% 26
2026
Q1 		$8.75M Buy
68,238
+4,006
+6% +$513K 1.46% 24
2025
Q4 		$7.78M Buy
64,232
+3,573
+6% +$438K 1.41% 23
2025
Q3 		$7.2M Sell
60,659
-305
-0.5% -$37.9K 1.37% 24
2025
Q2 		$6.97M Buy
60,964
+4,395
+8% +$443K 1.45% 23
2025
Q1 		$5.36M Buy
+56,569
New +$6.11M 1.27% 26

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

Financial Strategies Group's PHM Position: Q2 2026 in Review

Financial Strategies Group increased its Pultegroup (PHM) stake by 5% in Q2 2026, buying an estimated $412K and bringing the position to 71,627 shares worth $8.9M. The position accounts for 1.42% of the portfolio, ranked #26.

Financial Strategies Group first reported a position in PHM in Q1 2025 and has held it in 6 quarters since. 1,043 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Financial Strategies Group held 71,627 shares of Pultegroup worth $8.9M as of Q2 2026.
  • Financial Strategies Group bought 3,389 Pultegroup shares in Q2 2026, an estimated $412K.
  • Pultegroup made up 1.42% of Financial Strategies Group's portfolio in Q2 2026, its #26 holding.
  • Financial Strategies Group first reported a position in Pultegroup in Q1 2025 and has held it in 6 quarters since.
  • 1,043 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.