James T. Borello
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James T. Borello’s Pultegroup PHM Stock Holding History

James T. Borello’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
Q3 		$2.32K Buy
20
+2
+11% +$251 ﹤0.01% 899
2026
Q2 		$2.47K Sell
18
-168
-90% -$20.4K ﹤0.01% 917
2026
Q1 		$21.9K Buy
186
+177
+1,967% +$22.7K 0.01% 352
2025
Q4 		$1.06K Sell
9
-25
-74% -$3.07K ﹤0.01% 868
2025
Q3 		$4.49K Buy
+34
New +$4.22K ﹤0.01% 485

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

James T. Borello's PHM Position: Q3 2026 in Review

James T. Borello increased its Pultegroup (PHM) stake by 11% in Q3 2026, buying an estimated $251 and bringing the position to 20 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

James T. Borello first reported a position in PHM in Q3 2025 and has held it in 5 quarters since. The position peaked at $21.9K in Q1 2026. 338 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • James T. Borello held 20 shares of Pultegroup worth $2.32K as of Q3 2026.
  • James T. Borello bought 2 Pultegroup shares in Q3 2026, an estimated $251.
  • Pultegroup made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #899 holding.
  • James T. Borello first reported a position in Pultegroup in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Pultegroup position peaked at $21.9K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.