Franchise Capital’s Pultegroup PHM Stock Holding History

Franchise Capital’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
2025 Q3	$217K	Buy	1,640 +340	+26%	+$42.2K	0.09%	20
2025 Q2	$137K	Buy	+1,300	New	+$131K	0.07%	17

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franchise Capital's PHM Position: Q3 2025 in Review

Franchise Capital increased its Pultegroup (PHM) stake by 26% in Q3 2025, buying an estimated $42.2K and bringing the position to 1,640 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #20.

Franchise Capital first reported a position in PHM in Q2 2025 and has held it in 2 quarters since. 987 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

Franchise Capital held 1,640 shares of Pultegroup worth $217K as of Q3 2025.
Franchise Capital bought 340 Pultegroup shares in Q3 2025, an estimated $42.2K.
Pultegroup made up 0.09% of Franchise Capital's portfolio in Q3 2025, its #20 holding.
Franchise Capital first reported a position in Pultegroup in Q2 2025 and has held it in 2 quarters since.
987 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Franchise Capital's 13F filing for Q3 2025, filed 28 Oct 2025.