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Keating Financial Advisory Services’s Pultegroup PHM Stock Holding History

Keating Financial Advisory Services’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 		$88.5K Buy
645
+31
+5% +$3.77K 0.01% 530
2026
Q1 		$72.2K Sell
614
-598
-49% -$76.6K 0.01% 540
2025
Q4 		$142K Buy
+1,212
New +$149K 0.02% 434

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

Keating Financial Advisory Services's PHM Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Pultegroup (PHM) stake by 5% in Q2 2026, buying an estimated $3.77K and bringing the position to 645 shares worth $88.5K. The position accounts for 0.01% of the portfolio, ranked #530.

Keating Financial Advisory Services first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $142K in Q4 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Keating Financial Advisory Services held 645 shares of Pultegroup worth $88.5K as of Q2 2026.
  • Keating Financial Advisory Services bought 31 Pultegroup shares in Q2 2026, an estimated $3.77K.
  • Pultegroup made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #530 holding.
  • Keating Financial Advisory Services first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Pultegroup position peaked at $142K in Q4 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.