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Florida Financial Advisors’s Pultegroup PHM Stock Holding History

Florida Financial Advisors’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 		$349K Buy
2,962
+290
+11% +$37.1K 0.08% 217
2025
Q4 		$314K Sell
2,672
-1,286
-32% -$158K 0.09% 206
2025
Q3 		$523K Buy
3,958
+821
+26% +$102K 0.16% 137
2025
Q2 		$331K Sell
3,137
-1,695
-35% -$171K 0.11% 194
2025
Q1 		$496K Buy
4,832
+1,129
+30% +$122K 0.2% 111
2024
Q4 		$403K Buy
3,703
+716
+24% +$93K 0.18% 109
2024
Q3 		$429K Buy
2,987
+596
+25% +$75.8K 0.22% 86
2024
Q2 		$263K Buy
2,391
+405
+20% +$46K 0.16% 109
2024
Q1 		$240K Buy
+1,986
New +$213K 0.18% 105

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 $6.07B AUM 11.2% 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

Florida Financial Advisors's PHM Position: Q1 2026 in Review

Florida Financial Advisors increased its Pultegroup (PHM) stake by 11% in Q1 2026, buying an estimated $37.1K and bringing the position to 2,962 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #217.

Florida Financial Advisors first reported a position in PHM in Q1 2024 and has held it in 9 quarters since. The position peaked at $523K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Florida Financial Advisors held 2,962 shares of Pultegroup worth $349K as of Q1 2026.
  • Florida Financial Advisors bought 290 Pultegroup shares in Q1 2026, an estimated $37.1K.
  • Pultegroup made up 0.08% of Florida Financial Advisors's portfolio in Q1 2026, its #217 holding.
  • Florida Financial Advisors first reported a position in Pultegroup in Q1 2024 and has held it in 9 quarters since.
  • Florida Financial Advisors's Pultegroup position peaked at $523K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.