Kestra Advisory Services
PHM icon

Kestra Advisory Services’s Pultegroup PHM Stock Holding History

Kestra 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
Q3 		$1.7M Buy
14,665
+6,179
+73% +$777K ﹤0.01% 1569
2026
Q2 		$1.16M Sell
8,486
-411
-5% -$49.9K ﹤0.01% 1723
2026
Q1 		$1.05M Buy
8,897
+403
+5% +$51.6K ﹤0.01% 1698
2025
Q4 		$996K Buy
8,494
+626
+8% +$76.8K ﹤0.01% 1651
2025
Q3 		$1.04M Sell
7,868
-911
-10% -$113K ﹤0.01% 1560
2025
Q2 		$926K Buy
8,779
+1,322
+18% +$133K ﹤0.01% 1530
2025
Q1 		$767K Sell
7,457
-7,222
-49% -$780K ﹤0.01% 1554
2024
Q4 		$1.6M Sell
14,679
-55
-0.4% -$7.14K 0.01% 1119
2024
Q3 		$2.11M Sell
14,734
-3,840
-21% -$488K 0.01% 933
2024
Q2 		$1.81M Sell
18,574
-4,081
-18% -$463K 0.01% 1015
2024
Q1 		$2.73M Buy
22,655
+4,154
+22% +$446K 0.02% 751
2023
Q4 		$1.91M Buy
18,501
+3,494
+23% +$297K 0.02% 814
2023
Q3 		$1.11M Buy
15,007
+4,945
+49% +$394K 0.01% 943
2023
Q2 		$782K Sell
10,062
-4,242
-30% -$288K 0.01% 1093
2023
Q1 		$834K Buy
14,304
+456
+3% +$24.6K 0.01% 1028
2022
Q4 		$630K Buy
13,848
+5,082
+58% +$214K 0.01% 1266
2022
Q3 		$329K Sell
8,766
-3,112
-26% -$131K ﹤0.01% 1549
2022
Q2 		$471K Sell
11,878
-1,427
-11% -$60.1K ﹤0.01% 1365
2022
Q1 		$557K Buy
13,305
+3,295
+33% +$164K 0.01% 1230
2021
Q4 		$572K Sell
10,010
-2,897
-22% -$149K 0.01% 1249
2021
Q3 		$593K Sell
12,907
-4,173
-24% -$217K 0.01% 1295
2021
Q2 		$932K Buy
17,080
+4,654
+37% +$260K 0.01% 981
2021
Q1 		$652K Sell
12,426
-15,350
-55% -$716K 0.01% 1068
2020
Q4 		$1.22M Sell
27,776
-2,685
-9% -$119K 0.01% 768
2020
Q3 		$1.4M Buy
+30,461
New +$1.3M 0.03% 528

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Kestra Advisory Services's PHM Position: Q3 2026 in Review

Kestra Advisory Services increased its Pultegroup (PHM) stake by 73% in Q3 2026, buying an estimated $777K and bringing the position to 14,665 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Kestra Advisory Services first reported a position in PHM in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.73M in Q1 2024. 389 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Kestra Advisory Services held 14,665 shares of Pultegroup worth $1.7M as of Q3 2026.
  • Kestra Advisory Services bought 6,179 Pultegroup shares in Q3 2026, an estimated $777K.
  • Pultegroup made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1569 holding.
  • Kestra Advisory Services first reported a position in Pultegroup in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Pultegroup position peaked at $2.73M in Q1 2024.
  • 389 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.