HBK Sorce Advisory’s Pultegroup PHM Stock Holding History

HBK Sorce Advisory’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	$251K	Sell	1,888 -203	-10%	-$24.7K	﹤0.01%	553
2026 Q1	$246K	Buy	2,091 +82	+4%	+$10.5K	﹤0.01%	544
2025 Q4	$271K	Sell	2,009 -15	-0.7%	-$1.84K	0.01%	501
2025 Q3	$252K	Buy	+2,024	New	+$251K	0.01%	512
2022 Q1	–	Sell	-5,249	Closed	-$300K	–	597
2021 Q4	$300K	Buy	5,249 +41	+0.8%	+$2.1K	0.02%	446
2021 Q3	$239K	Buy	5,208 +23	+0.4%	+$1.2K	0.01%	509
2021 Q2	$283K	Buy	+5,185	New	+$290K	0.02%	464
2019 Q2	–	Sell	-8,166	Closed	-$228K	–	440
2019 Q1	$228K	Buy	8,166 +75	+0.9%	+$2.04K	0.02%	383
2018 Q4	$210K	Sell	8,091 -45	-0.6%	-$1.11K	0.02%	349
2018 Q3	$202K	Sell	8,136 -95	-1%	-$2.69K	0.02%	377
2018 Q2	$237K	Hold	8,231	–	–	0.03%	342
2018 Q1	$243K	Sell	8,231 -64	-0.8%	-$1.99K	0.03%	321
2017 Q4	$276K	Buy	8,295 +544	+7%	+$16.9K	0.03%	322
2017 Q3	$212K	Sell	7,751 -2,055	-21%	-$52K	0.03%	291
2017 Q2	$241K	Buy	+9,806	New	+$229K	0.04%	264

Other funds holding PHM

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HBK Sorce Advisory's PHM Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Pultegroup (PHM) stake by 9.7% in Q2 2026, selling an estimated $24.7K and leaving 1,888 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

HBK Sorce Advisory first reported a position in PHM in Q2 2017 and has held it in 15 quarters since. The position peaked at $300K in Q4 2021. 574 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

HBK Sorce Advisory held 1,888 shares of Pultegroup worth $251K as of Q2 2026.
HBK Sorce Advisory sold 203 Pultegroup shares in Q2 2026, an estimated $24.7K.
Pultegroup made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #553 holding.
HBK Sorce Advisory first reported a position in Pultegroup in Q2 2017 and has held it in 15 quarters since.
HBK Sorce Advisory's Pultegroup position peaked at $300K in Q4 2021.
574 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.