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Mayflower Financial Advisors’s Pultegroup PHM Stock Holding History

Mayflower Financial Advisors’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
2025
Q4 		– Sell
-1,590
Closed -$210K – 433
2025
Q3 		$210K Buy
+1,590
New +$197K 0.03% 390

Other funds holding PHM

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mayflower Financial Advisors's PHM Position: Q4 2025 in Review

Mayflower Financial Advisors sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 1,590 shares — an estimated $210K sold.

Mayflower Financial Advisors first reported a position in PHM in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 1,031 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Mayflower Financial Advisors reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Mayflower Financial Advisors sold 1,590 Pultegroup shares in Q4 2025, an estimated $210K.
  • Mayflower Financial Advisors first reported a position in Pultegroup in Q3 2025 and held it in 1 quarter.
  • Mayflower Financial Advisors's Pultegroup position peaked at $210K in Q3 2025.
  • 1,031 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Mayflower Financial Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.