J. Safra Asset Management’s Pultegroup PHM Stock Holding History

J. Safra Asset Management’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 Q1	$2.35K	Hold	20	–	–	﹤0.01%	589
2025 Q4	$2.35K	Buy	+20	New	+$2.45K	﹤0.01%	541

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

J. Safra Asset Management's PHM Position: Q1 2026 in Review

J. Safra Asset Management held its Pultegroup (PHM) position steady in Q1 2026 at 20 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

J. Safra Asset Management first reported a position in PHM in Q4 2025 and has held it in 2 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

J. Safra Asset Management held 20 shares of Pultegroup worth $2.35K as of Q1 2026.
J. Safra Asset Management left its Pultegroup share count unchanged in Q1 2026.
Pultegroup made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #589 holding.
J. Safra Asset Management first reported a position in Pultegroup in Q4 2025 and has held it in 2 quarters since.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.