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Larson Financial Group’s Pultegroup PHM Stock Holding History

Larson Financial Group’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 		$7.21M Buy
52,569
+2,817
+6% +$342K 0.19% 93
2026
Q1 		$5.85M Buy
49,752
+287
+0.6% +$36.8K 0.19% 99
2025
Q4 		$5.8M Buy
49,465
+4,449
+10% +$546K 0.19% 96
2025
Q3 		$5.95M Buy
45,016
+534
+1% +$66.3K 0.21% 96
2025
Q2 		$4.69M Buy
44,482
+5,756
+15% +$580K 0.19% 109
2025
Q1 		$3.98M Buy
38,726
+2,031
+6% +$219K 0.19% 99
2024
Q4 		$4M Buy
36,695
+2,538
+7% +$330K 0.21% 93
2024
Q3 		$4.9M Buy
34,157
+965
+3% +$123K 0.28% 73
2024
Q2 		$3.65M Buy
33,192
+639
+2% +$72.6K 0.25% 73
2024
Q1 		$3.93M Sell
32,553
-323
-1% -$34.7K 0.3% 63
2023
Q4 		$3.39M Sell
32,876
-2,232
-6% -$190K 0.3% 60
2023
Q3 		$2.6M Buy
35,108
+399
+1% +$31.8K 0.26% 72
2023
Q2 		$2.7M Buy
34,709
+4,192
+14% +$284K 0.27% 70
2023
Q1 		$1.78M Buy
30,517
+1,216
+4% +$65.7K 0.19% 103
2022
Q4 		$1.33M Buy
29,301
+21,163
+260% +$892K 0.16% 128
2022
Q3 		$305K Buy
8,138
+7,185
+754% +$302K 0.04% 223
2022
Q2 		$38K Buy
953
+539
+130% +$22.7K 0.01% 424
2022
Q1 		$17K Buy
414
+1
+0.2% +$50 ﹤0.01% 555
2021
Q4 		$24K Buy
+413
New +$21.2K ﹤0.01% 506
2021
Q3 		– Sell
-186
Closed -$10K – 935
2021
Q2 		$10K Buy
+186
New +$10.4K ﹤0.01% 562
2021
Q1 		– Sell
-452
Closed -$19K – 907
2020
Q4 		$19K Buy
452
+1
+0.2% +$44 0.01% 387
2020
Q3 		$21K Buy
+451
New +$19.3K 0.01% 316

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 $3.37T AUM 44.26% 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

Larson Financial Group's PHM Position: Q2 2026 in Review

Larson Financial Group increased its Pultegroup (PHM) stake by 5.7% in Q2 2026, buying an estimated $342K and bringing the position to 52,569 shares worth $7.21M. The position accounts for 0.19% of the portfolio, ranked #93.

Larson Financial Group first reported a position in PHM in Q3 2020 and has held it in 22 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Larson Financial Group held 52,569 shares of Pultegroup worth $7.21M as of Q2 2026.
  • Larson Financial Group bought 2,817 Pultegroup shares in Q2 2026, an estimated $342K.
  • Pultegroup made up 0.19% of Larson Financial Group's portfolio in Q2 2026, its #93 holding.
  • Larson Financial Group first reported a position in Pultegroup in Q3 2020 and has held it in 22 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.