Jones Financial Companies
PHM icon

Jones Financial Companies’s Pultegroup PHM Stock Holding History

Jones Financial Companies’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 		$6.45M Buy
46,869
+18,831
+67% +$2.29M ﹤0.01% 1074
2026
Q1 		$3.21M Buy
28,038
+21,758
+346% +$2.79M ﹤0.01% 1245
2025
Q4 		$736K Buy
6,280
+364
+6% +$44.6K ﹤0.01% 1352
2025
Q3 		$776K Buy
5,916
+467
+9% +$58K ﹤0.01% 1224
2025
Q2 		$575K Buy
5,449
+506
+10% +$51K ﹤0.01% 1222
2025
Q1 		$503K Sell
4,943
-981
-17% -$106K ﹤0.01% 1124
2024
Q4 		$645K Buy
5,924
+1,672
+39% +$217K ﹤0.01% 889
2024
Q3 		$609K Buy
4,252
+3,160
+289% +$402K ﹤0.01% 753
2024
Q2 		$120K Buy
+1,092
New +$124K ﹤0.01% 991
2023
Q2 		– Sell
-40
Closed -$2.33K – 575
2023
Q1 		$2.33K Sell
40
-80
-67% -$4.32K ﹤0.01% 552
2022
Q4 		$5K Hold
120
– – ﹤0.01% 547
2022
Q3 		$5K Hold
120
– – ﹤0.01% 478
2022
Q2 		$5K Hold
120
– – ﹤0.01% 549
2022
Q1 		$5K Sell
120
-180
-60% -$8.93K ﹤0.01% 584
2021
Q4 		$17K Buy
+300
New +$15.4K ﹤0.01% 488
2021
Q2 		– Sell
-116
Closed -$6K – 755
2021
Q1 		$6K Buy
116
+43
+59% +$2.01K ﹤0.01% 603
2020
Q4 		$3K Buy
+73
New +$3.23K ﹤0.01% 567
2013
Q4 		– Sell
-75
Closed -$1K – 454
2013
Q3 		$1K Buy
+75
New +$1.28K ﹤0.01% 695

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

Jones Financial Companies's PHM Position: Q2 2026 in Review

Jones Financial Companies increased its Pultegroup (PHM) stake by 67% in Q2 2026, buying an estimated $2.29M and bringing the position to 46,869 shares worth $6.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Jones Financial Companies first reported a position in PHM in Q3 2013 and has held it in 18 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Jones Financial Companies held 46,869 shares of Pultegroup worth $6.45M as of Q2 2026.
  • Jones Financial Companies bought 18,831 Pultegroup shares in Q2 2026, an estimated $2.29M.
  • Pultegroup made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1074 holding.
  • Jones Financial Companies first reported a position in Pultegroup in Q3 2013 and has held it in 18 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.