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Independent Financial Group’s Pultegroup PHM Stock Holding History

Independent Financial Group’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
2025
Q4 		– Sell
-2,306
Closed -$305K – 1467
2025
Q3 		$305K Buy
2,306
+73
+3% +$9.07K 0.01% 1086
2025
Q2 		$235K Buy
2,233
+15
+0.7% +$1.51K 0.01% 1144
2025
Q1 		$228K Buy
2,218
+12
+0.5% +$1.3K 0.01% 1054
2024
Q4 		$240K Buy
2,206
+38
+2% +$4.93K 0.01% 999
2024
Q3 		$311K Buy
+2,168
New +$276K 0.01% 869
2024
Q2 		– Sell
-7,945
Closed -$958K – 1135
2024
Q1 		$958K Buy
7,945
+1,505
+23% +$161K 0.04% 387
2023
Q4 		$665K Buy
+6,440
New +$547K 0.04% 478
2022
Q1 		– Sell
-3,893
Closed -$223K – 840
2021
Q4 		$223K Buy
+3,893
New +$200K 0.02% 694

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Financial Group's PHM Position: Q4 2025 in Review

Independent Financial Group sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 2,306 shares — an estimated $305K sold.

Independent Financial Group first reported a position in PHM in Q4 2021 and held it in 8 quarters. The position peaked at $958K in Q1 2024. 1,033 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Independent Financial Group reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 2,306 Pultegroup shares in Q4 2025, an estimated $305K.
  • Independent Financial Group first reported a position in Pultegroup in Q4 2021 and held it in 8 quarters.
  • Independent Financial Group's Pultegroup position peaked at $958K in Q1 2024.
  • 1,033 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.