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LifeSteps Financial’s Pultegroup PHM Stock Holding History

LifeSteps 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 		$199K Buy
+1,447
New +$176K 0.09% 97
2024
Q4 		– Sell
-1,447
Closed -$208K – 87
2024
Q3 		$208K Buy
+1,447
New +$184K 0.16% 79
2024
Q2 		– Sell
-1,446
Closed -$174K – 314
2024
Q1 		$174K Buy
+1,446
New +$155K 0.13% 89

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

LifeSteps Financial's PHM Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Pultegroup (PHM) in Q2 2026: 1,447 shares worth $199K. The stake represents 0.09% of the portfolio and ranks #97 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in PHM as recently as Q3 2024.

LifeSteps Financial first reported a position in PHM in Q1 2024 and has held it in 3 quarters since. The position peaked at $208K in Q3 2024. 350 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • LifeSteps Financial held 1,447 shares of Pultegroup worth $199K as of Q2 2026.
  • Pultegroup was a new LifeSteps Financial position in Q2 2026.
  • Pultegroup made up 0.09% of LifeSteps Financial's portfolio in Q2 2026, its #97 holding.
  • LifeSteps Financial first reported a position in Pultegroup in Q1 2024 and has held it in 3 quarters since.
  • LifeSteps Financial's Pultegroup position peaked at $208K in Q3 2024.
  • 350 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.