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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Financial Strategies Group's PHM Position: Q1 2026 in Review

Financial Strategies Group increased its Pultegroup (PHM) stake by 6.2% in Q1 2026, buying an estimated $513K and bringing the position to 68,238 shares worth $8.75M. The position accounts for 1.46% of the portfolio, ranked #24.

Financial Strategies Group first reported a position in PHM in Q1 2025 and has held it in 5 quarters since. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Financial Strategies Group held 68,238 shares of Pultegroup worth $8.75M as of Q1 2026.
  • Financial Strategies Group bought 4,006 Pultegroup shares in Q1 2026, an estimated $513K.
  • Pultegroup made up 1.46% of Financial Strategies Group's portfolio in Q1 2026, its #24 holding.
  • Financial Strategies Group first reported a position in Pultegroup in Q1 2025 and has held it in 5 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.