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BFC Planning, Inc.’s Pultegroup PHM Stock Holding History

BFC Planning, Inc.’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 		$826K Buy
6,018
+91
+2% +$11.1K 0.03% 454
2026
Q1 		$697K Sell
5,927
-143
-2% -$18.3K 0.03% 464
2025
Q4 		$712K Sell
6,070
-33,146
-85% -$4.07M 0.03% 450
2025
Q3 		$5.18M Buy
39,216
+38,339
+4,372% +$4.76M 0.37% 46
2025
Q2 		$92.6K Buy
877
+294
+50% +$29.6K 0.01% 915
2025
Q1 		$60.1K Sell
583
-342
-37% -$36.9K 0.01% 1038
2024
Q4 		$101K Buy
+925
New +$120K 0.01% 871

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 $3.38T AUM 44.17% 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 $7.96B AUM 5.75% 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

BFC Planning, Inc.'s PHM Position: Q2 2026 in Review

BFC Planning, Inc. increased its Pultegroup (PHM) stake by 1.5% in Q2 2026, buying an estimated $11.1K and bringing the position to 6,018 shares worth $826K. The position accounts for 0.03% of the portfolio, ranked #454.

BFC Planning, Inc. first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.18M in Q3 2025. 1,047 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • BFC Planning, Inc. held 6,018 shares of Pultegroup worth $826K as of Q2 2026.
  • BFC Planning, Inc. bought 91 Pultegroup shares in Q2 2026, an estimated $11.1K.
  • Pultegroup made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #454 holding.
  • BFC Planning, Inc. first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Pultegroup position peaked at $5.18M in Q3 2025.
  • 1,047 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.