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First Western Trust Bank’s Pultegroup PHM Stock Holding History

First Western Trust Bank’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 		$205K Buy
+1,492
New +$181K 0.01% 213
2024
Q4 		– Sell
-1,489
Closed -$214K – 204
2024
Q3 		$214K Buy
+1,489
New +$189K 0.01% 193

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

First Western Trust Bank's PHM Position: Q2 2026 in Review

First Western Trust Bank opened a new position in Pultegroup (PHM) in Q2 2026: 1,492 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #213 among its holdings. This is a return to the name: First Western Trust Bank previously reported a position in PHM as recently as Q3 2024.

First Western Trust Bank first reported a position in PHM in Q3 2024 and has held it in 2 quarters since. The position peaked at $214K in Q3 2024. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • First Western Trust Bank held 1,492 shares of Pultegroup worth $205K as of Q2 2026.
  • Pultegroup was a new First Western Trust Bank position in Q2 2026.
  • Pultegroup made up 0.01% of First Western Trust Bank's portfolio in Q2 2026, its #213 holding.
  • First Western Trust Bank first reported a position in Pultegroup in Q3 2024 and has held it in 2 quarters since.
  • First Western Trust Bank's Pultegroup position peaked at $214K in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.