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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

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 $3.38T AUM 44.17% 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

KMG Fiduciary Partners's PHM Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Pultegroup (PHM) stake by 38% in Q2 2026, selling an estimated $121K and leaving 1,651 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #201.

KMG Fiduciary Partners first reported a position in PHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $474K in Q3 2024. 1,044 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • KMG Fiduciary Partners held 1,651 shares of Pultegroup worth $227K as of Q2 2026.
  • KMG Fiduciary Partners sold 995 Pultegroup shares in Q2 2026, an estimated $121K.
  • Pultegroup made up 0.02% of KMG Fiduciary Partners's portfolio in Q2 2026, its #201 holding.
  • KMG Fiduciary Partners first reported a position in Pultegroup in Q2 2023 and has held it in 13 quarters since.
  • KMG Fiduciary Partners's Pultegroup position peaked at $474K in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.