Key Financial Inc’s Pultegroup PHM Stock Holding History

Key Financial Inc’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	$220K	Hold	1,604	–	–	0.04%	283
2026 Q1	$189K	Hold	1,604	–	–	0.03%	299
2025 Q4	$188K	Hold	1,604	–	–	0.03%	297
2025 Q3	$216K	Hold	1,604	–	–	0.04%	275
2025 Q2	$169K	Buy	+1,604	New	+$162K	0.03%	300

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 $3.37T AUM 44.26% 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

Key Financial Inc's PHM Position: Q2 2026 in Review

Key Financial Inc held its Pultegroup (PHM) position steady in Q2 2026 at 1,604 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #283.

Key Financial Inc first reported a position in PHM in Q2 2025 and has held it in 5 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Key Financial Inc held 1,604 shares of Pultegroup worth $220K as of Q2 2026.
Key Financial Inc left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up 0.04% of Key Financial Inc's portfolio in Q2 2026, its #283 holding.
Key Financial Inc first reported a position in Pultegroup in Q2 2025 and has held it in 5 quarters since.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.