JFGIW
PHM icon

Johnson Financial Group Inc (Wisconsin)’s Pultegroup PHM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$87.3K Hold
635
– – ﹤0.01% 410
2026
Q1 		$74.8K Hold
635
– – ﹤0.01% 432
2025
Q4 		$74.6K Sell
635
-329
-34% -$40.4K ﹤0.01% 452
2025
Q3 		$128K Buy
964
+355
+58% +$44.1K ﹤0.01% 417
2025
Q2 		$64.4K Buy
+609
New +$61.4K ﹤0.01% 432
2024
Q4 		– Sell
-1,114
Closed -$160K – 959
2024
Q3 		$160K Buy
+1,114
New +$142K 0.01% 382
2024
Q2 		– Sell
-710
Closed -$85.6K – 928
2024
Q1 		$85.6K Buy
710
+283
+66% +$30.4K ﹤0.01% 369
2023
Q4 		$44.2K Buy
427
+17
+4% +$1.45K ﹤0.01% 463
2023
Q3 		$30.4K Buy
410
+283
+223% +$22.6K ﹤0.01% 443
2023
Q2 		$9.89K Buy
+127
New +$8.61K ﹤0.01% 539
2023
Q1 		– Sell
-226
Closed -$10.3K – 692
2022
Q4 		$10.3K Sell
226
-293
-56% -$12.3K ﹤0.01% 495
2022
Q3 		$20K Buy
519
+254
+96% +$10.7K ﹤0.01% 441
2022
Q2 		$11K Hold
265
– – ﹤0.01% 527
2022
Q1 		$11K Sell
265
-264
-50% -$13.1K ﹤0.01% 576
2021
Q4 		$30K Buy
+529
New +$27.1K ﹤0.01% 522

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

Johnson Financial Group Inc (Wisconsin)'s PHM Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Pultegroup (PHM) position steady in Q2 2026 at 635 shares worth $87.3K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Johnson Financial Group Inc (Wisconsin) first reported a position in PHM in Q4 2021 and has held it in 15 quarters since. The position peaked at $160K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 635 shares of Pultegroup worth $87.3K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #410 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Pultegroup in Q4 2021 and has held it in 15 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Pultegroup position peaked at $160K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.