Jefferies Financial Group’s Pultegroup PHM Stock Holding History

Jefferies 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
2026 Q1	$823K	Sell	6,995 -986	-12%	-$126K	0.01%	999
2025 Q4	$936K	Buy	+7,981	New	+$979K	﹤0.01%	1119
2025 Q1	–	Sell	-27,211	Closed	-$2.96M	–	1913
2024 Q4	$2.96M	Buy	+27,211	New	+$3.53M	0.02%	529
2024 Q2	–	Sell	-8,386	Closed	-$1.01M	–	1774
2024 Q1	$1.01M	Sell	8,386 -1,652	-16%	-$177K	0.01%	821
2023 Q4	$1.04M	Sell	10,038 -28,162	-74%	-$2.39M	0.01%	934
2023 Q3	$2.83M	Buy	38,200 +19,100	+100%	+$1.52M	0.03%	513
2023 Q2	$1.48M	Sell	19,100 -67,430	-78%	-$4.57M	0.01%	765
2023 Q1	$5.04M	Buy	+86,530	New	+$4.67M	0.04%	357

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

Jefferies Financial Group's PHM Position: Q1 2026 in Review

Jefferies Financial Group reduced its Pultegroup (PHM) stake by 12% in Q1 2026, selling an estimated $126K and leaving 6,995 shares worth $823K. The position accounts for 0.01% of the portfolio, ranked #999.

Jefferies Financial Group first reported a position in PHM in Q1 2023 and has held it in 8 quarters since. The position peaked at $5.04M in Q1 2023. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Jefferies Financial Group held 6,995 shares of Pultegroup worth $823K as of Q1 2026.
Jefferies Financial Group sold 986 Pultegroup shares in Q1 2026, an estimated $126K.
Pultegroup made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #999 holding.
Jefferies Financial Group first reported a position in Pultegroup in Q1 2023 and has held it in 8 quarters since.
Jefferies Financial Group's Pultegroup position peaked at $5.04M in Q1 2023.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.