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Greenfield Savings Bank’s Pultegroup PHM Stock Holding History

Greenfield Savings 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
Q3 		$1.05M Buy
9,019
+119
+1% +$15K 0.4% 62
2026
Q2 		$1.22M Sell
8,900
-85
-0.9% -$10.3K 0.46% 55
2026
Q1 		$1.06M Buy
8,985
+177
+2% +$22.7K 0.45% 58
2025
Q4 		$1.03M Buy
8,808
+553
+7% +$67.8K 0.43% 60
2025
Q3 		$1.09M Buy
8,255
+258
+3% +$32K 0.46% 57
2025
Q2 		$843K Buy
7,997
+695
+10% +$70K 0.38% 70
2025
Q1 		$751K Buy
7,302
+250
+4% +$27K 0.37% 74
2024
Q4 		$768K Buy
7,052
+394
+6% +$51.2K 0.37% 73
2024
Q3 		$956K Buy
6,658
+346
+5% +$44K 0.45% 67
2024
Q2 		$695K Buy
6,312
+822
+15% +$93.3K 0.36% 75
2024
Q1 		$662K Buy
5,490
+489
+10% +$52.5K 0.35% 78
2023
Q4 		$516K Buy
5,001
+462
+10% +$39.3K 0.3% 87
2023
Q3 		$336K Buy
4,539
+882
+24% +$70.3K 0.21% 107
2023
Q2 		$284K Buy
+3,657
New +$248K 0.19% 105

Other funds holding PHM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Greenfield Savings Bank's PHM Position: Q3 2026 in Review

Greenfield Savings Bank increased its Pultegroup (PHM) stake by 1.3% in Q3 2026, buying an estimated $15K and bringing the position to 9,019 shares worth $1.05M. The position accounts for 0.4% of the portfolio, ranked #62.

Greenfield Savings Bank first reported a position in PHM in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.22M in Q2 2026. 38 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Greenfield Savings Bank held 9,019 shares of Pultegroup worth $1.05M as of Q3 2026.
  • Greenfield Savings Bank bought 119 Pultegroup shares in Q3 2026, an estimated $15K.
  • Pultegroup made up 0.4% of Greenfield Savings Bank's portfolio in Q3 2026, its #62 holding.
  • Greenfield Savings Bank first reported a position in Pultegroup in Q2 2023 and has held it in 14 quarters since.
  • Greenfield Savings Bank's Pultegroup position peaked at $1.22M in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Greenfield Savings Bank's 13F filing for Q3 2026, filed 7 Oct 2026.