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 Q2	$2.74K	Hold	20	–	–	﹤0.01%	592
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 $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

J. Safra Asset Management's PHM Position: Q2 2026 in Review

J. Safra Asset Management held its Pultegroup (PHM) position steady in Q2 2026 at 20 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

J. Safra Asset Management first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

J. Safra Asset Management held 20 shares of Pultegroup worth $2.74K as of Q2 2026.
J. Safra Asset Management left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #592 holding.
J. Safra Asset Management first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.