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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
Q2 		$31.8M Buy
231,442
+224,447
+3,209% +$27.3M 0.21% 94
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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jefferies Financial Group's PHM Position: Q2 2026 in Review

Jefferies Financial Group increased its Pultegroup (PHM) stake by 3,209% in Q2 2026, buying an estimated $27.3M and bringing the position to 231,442 shares worth $31.8M. The position accounts for 0.21% of the portfolio, ranked #94.

Jefferies Financial Group first reported a position in PHM in Q1 2023 and has held it in 9 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Jefferies Financial Group held 231,442 shares of Pultegroup worth $31.8M as of Q2 2026.
  • Jefferies Financial Group bought 224,447 Pultegroup shares in Q2 2026, an estimated $27.3M.
  • Pultegroup made up 0.21% of Jefferies Financial Group's portfolio in Q2 2026, its #94 holding.
  • Jefferies Financial Group first reported a position in Pultegroup in Q1 2023 and has held it in 9 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.