KFP
PHM icon

KMG Fiduciary Partners’s Pultegroup PHM Stock Holding History

KMG Fiduciary Partners’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 		$227K Sell
1,651
-995
-38% -$121K 0.02% 201
2026
Q1 		$311K Sell
2,646
-480
-15% -$61.5K 0.02% 228
2025
Q4 		$367K Sell
3,126
-185
-6% -$22.7K 0.03% 218
2025
Q3 		$437K Sell
3,311
-11
-0.3% -$1.37K 0.03% 242
2025
Q2 		$350K Sell
3,322
-107
-3% -$10.8K 0.03% 250
2025
Q1 		$352K Buy
3,429
+98
+3% +$10.6K 0.03% 242
2024
Q4 		$363K Buy
3,331
+27
+0.8% +$3.51K 0.03% 231
2024
Q3 		$474K Hold
3,304
– – 0.04% 214
2024
Q2 		$364K Buy
3,304
+201
+6% +$22.8K 0.04% 199
2024
Q1 		$374K Buy
3,103
+1
+0% +$107 0.04% 190
2023
Q4 		$320K Buy
3,102
+121
+4% +$10.3K 0.04% 196
2023
Q3 		$221K Buy
2,981
+1
+0% +$80 0.03% 219
2023
Q2 		$232K Buy
+2,980
New +$202K 0.03% 216

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return