Forum Finance Group’s Pultegroup PHM Stock Holding History

Forum Finance 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	$8K	Hold	70	–	–	﹤0.01%	304
2026 Q1	$6K	Buy	+70	New	+$8.96K	﹤0.01%	287

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Forum Finance Group's PHM Position: Q2 2026 in Review

Forum Finance Group held its Pultegroup (PHM) position steady in Q2 2026 at 70 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Forum Finance Group first reported a position in PHM in Q1 2026 and has held it in 2 quarters since. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Forum Finance Group held 70 shares of Pultegroup worth $8K as of Q2 2026.
Forum Finance Group left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up ﹤0.01% of Forum Finance Group's portfolio in Q2 2026, its #304 holding.
Forum Finance Group first reported a position in Pultegroup in Q1 2026 and has held it in 2 quarters since.
1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.