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Grove Bank & Trust’s Pultegroup PHM Stock Holding History

Grove Bank & Trust’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 		$61K Hold
526
– – 0.01% 414
2026
Q2 		$72.2K Sell
526
-291
-36% -$35.3K 0.01% 386
2026
Q1 		$96.1K Buy
817
+15
+2% +$1.92K 0.01% 344
2025
Q4 		$94K Buy
802
+48
+6% +$5.89K 0.01% 348
2025
Q3 		$99.6K Hold
754
– – 0.01% 336
2025
Q2 		$79.5K Sell
754
-6
-0.8% -$605 0.01% 366
2025
Q1 		$78.1K Buy
760
+240
+46% +$25.9K 0.01% 348
2024
Q4 		$56.6K Buy
520
+57
+12% +$7.4K 0.01% 362
2024
Q3 		$66.5K Buy
463
+72
+18% +$9.15K 0.01% 337
2024
Q2 		$43K Sell
391
-30
-7% -$3.41K 0.01% 370
2024
Q1 		$50.8K Hold
421
– – 0.01% 375
2023
Q4 		$43.5K Buy
421
+11
+3% +$935 0.01% 372
2023
Q3 		$30.4K Hold
410
– – 0.01% 416
2023
Q2 		$31.8K Buy
410
+203
+98% +$13.8K 0.01% 412
2023
Q1 		$12.1K Buy
207
+77
+59% +$4.16K ﹤0.01% 501
2022
Q4 		$6K Buy
+130
New +$5.48K ﹤0.01% 527

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
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 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

Grove Bank & Trust's PHM Position: Q3 2026 in Review

Grove Bank & Trust held its Pultegroup (PHM) position steady in Q3 2026 at 526 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #414.

Grove Bank & Trust first reported a position in PHM in Q4 2022 and has held it in 16 quarters since. The position peaked at $99.6K in Q3 2025. 38 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Grove Bank & Trust held 526 shares of Pultegroup worth $61K as of Q3 2026.
  • Grove Bank & Trust left its Pultegroup share count unchanged in Q3 2026.
  • Pultegroup made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #414 holding.
  • Grove Bank & Trust first reported a position in Pultegroup in Q4 2022 and has held it in 16 quarters since.
  • Grove Bank & Trust's Pultegroup position peaked at $99.6K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.