IFG Advisory’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.46M Buy
+32,472
New +$3.94M 0.16% 167
2026
Q1
Sell
-29,458
Closed -$3.45M 726
2025
Q4
$3.45M Buy
29,458
+725
+3% +$88.9K 0.15% 168
2025
Q3
$3.8M Buy
28,733
+2,419
+9% +$300K 0.17% 148
2025
Q2
$2.78M Buy
26,314
+1,338
+5% +$135K 0.14% 183
2025
Q1
$2.57M Buy
24,976
+1,001
+4% +$108K 0.14% 185
2024
Q4
$2.61M Buy
23,975
+190
+0.8% +$24.7K 0.15% 167
2024
Q3
$3.41M Buy
23,785
+75
+0.3% +$9.54K 0.22% 132
2024
Q2
$2.61M Buy
23,710
+508
+2% +$57.7K 0.17% 151
2024
Q1
$2.8M Sell
23,202
-4,935
-18% -$529K 0.21% 137
2023
Q4
$2.9M Buy
28,137
+1,400
+5% +$119K 0.21% 127
2023
Q3
$1.98M Buy
+26,737
New +$2.13M 0.17% 165

Other funds holding PHM

IFG Advisory's PHM Position: Q2 2026 in Review

IFG Advisory opened a new position in Pultegroup (PHM) in Q2 2026: 32,472 shares worth $4.46M. The stake represents 0.16% of the portfolio and ranks #167 among its holdings. This is a return to the name: IFG Advisory previously reported a position in PHM as recently as Q4 2025.

IFG Advisory first reported a position in PHM in Q3 2023 and has held it in 11 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • IFG Advisory held 32,472 shares of Pultegroup worth $4.46M as of Q2 2026.
  • Pultegroup was a new IFG Advisory position in Q2 2026.
  • Pultegroup made up 0.16% of IFG Advisory's portfolio in Q2 2026, its #167 holding.
  • IFG Advisory first reported a position in Pultegroup in Q3 2023 and has held it in 11 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.