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Klein Pavlis & Peasley Financial’s Pultegroup PHM Stock Holding History

Klein Pavlis & Peasley Financial’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 		$1.13M Buy
8,208
+807
+11% +$98K 0.59% 56
2026
Q1 		$870K Buy
7,401
+288
+4% +$36.9K 0.48% 65
2025
Q4 		$834K Buy
+7,113
New +$872K 0.49% 61

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Klein Pavlis & Peasley Financial's PHM Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Pultegroup (PHM) stake by 11% in Q2 2026, buying an estimated $98K and bringing the position to 8,208 shares worth $1.13M. The position accounts for 0.59% of the portfolio, ranked #56.

Klein Pavlis & Peasley Financial first reported a position in PHM in Q4 2025 and has held it in 3 quarters since. 349 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Klein Pavlis & Peasley Financial held 8,208 shares of Pultegroup worth $1.13M as of Q2 2026.
  • Klein Pavlis & Peasley Financial bought 807 Pultegroup shares in Q2 2026, an estimated $98K.
  • Pultegroup made up 0.59% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #56 holding.
  • Klein Pavlis & Peasley Financial first reported a position in Pultegroup in Q4 2025 and has held it in 3 quarters since.
  • 349 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.