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First Business Financial Services’s Pultegroup PHM Stock Holding History

First Business Financial Services’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 		$360K Buy
2,626
+21
+0.8% +$2.55K 0.03% 147
2026
Q1 		$306K Buy
+2,605
New +$334K 0.03% 151

Other funds holding PHM

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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

First Business Financial Services's PHM Position: Q2 2026 in Review

First Business Financial Services increased its Pultegroup (PHM) stake by 0.81% in Q2 2026, buying an estimated $2.55K and bringing the position to 2,626 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #147.

First Business Financial Services first reported a position in PHM in Q1 2026 and has held it in 2 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • First Business Financial Services held 2,626 shares of Pultegroup worth $360K as of Q2 2026.
  • First Business Financial Services bought 21 Pultegroup shares in Q2 2026, an estimated $2.55K.
  • Pultegroup made up 0.03% of First Business Financial Services's portfolio in Q2 2026, its #147 holding.
  • First Business Financial Services first reported a position in Pultegroup in Q1 2026 and has held it in 2 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.