JNBA Financial Advisors’s Pultegroup PHM Stock Holding History

JNBA Financial Advisors’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	$824	Buy	+6	New	+$729	﹤0.01%	778
2026 Q1	–	Sell	-6	Closed	-$704	–	870
2025 Q4	$704	Buy	+6	New	+$736	﹤0.01%	759
2025 Q1	–	Sell	-300	Closed	-$32.7K	–	672
2024 Q4	$32.7K	Hold	300	–	–	﹤0.01%	332
2024 Q3	$43.1K	Buy	+300	New	+$38.1K	﹤0.01%	304
2022 Q2	–	Sell	-16	Closed	-$1K	–	743
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	680
2021 Q4	$1K	Hold	16	–	–	﹤0.01%	797
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	707
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	661
2021 Q1	$1K	Hold	16	–	–	﹤0.01%	630
2020 Q4	$1K	Hold	16	–	–	﹤0.01%	589
2020 Q3	$1K	Buy	+16	New	+$685	﹤0.01%	559
2018 Q4	–	Sell	-200	Closed	-$5K	–	680
2018 Q3	$5K	Buy	+200	New	+$5.67K	﹤0.01%	430
2016 Q4	–	Sell	-1,049	Closed	-$21K	–	1096
2016 Q3	$21K	Buy	1,049 +1,019	+3,397%	+$21.1K	﹤0.01%	802
2016 Q2	$1K	Hold	30	–	–	﹤0.01%	490
2016 Q1	$1K	Hold	30	–	–	﹤0.01%	518
2015 Q4	$1K	Hold	30	–	–	﹤0.01%	499
2015 Q3	$1K	Hold	30	–	–	﹤0.01%	506
2015 Q2	$1K	Hold	30	–	–	﹤0.01%	507
2015 Q1	$1K	Hold	30	–	–	﹤0.01%	510
2014 Q4	$1K	Hold	30	–	–	﹤0.01%	523
2014 Q3	$1K	Buy	+30	New	+$565	﹤0.01%	560

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

JNBA Financial Advisors's PHM Position: Q2 2026 in Review

JNBA Financial Advisors opened a new position in Pultegroup (PHM) in Q2 2026: 6 shares worth $824. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: JNBA Financial Advisors previously reported a position in PHM as recently as Q4 2025.

JNBA Financial Advisors first reported a position in PHM in Q3 2014 and has held it in 21 quarters since. The position peaked at $43.1K in Q3 2024. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

JNBA Financial Advisors held 6 shares of Pultegroup worth $824 as of Q2 2026.
Pultegroup was a new JNBA Financial Advisors position in Q2 2026.
Pultegroup made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #778 holding.
JNBA Financial Advisors first reported a position in Pultegroup in Q3 2014 and has held it in 21 quarters since.
JNBA Financial Advisors's Pultegroup position peaked at $43.1K in Q3 2024.
1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.