MFG
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Merit Financial Group’s Pultegroup PHM Stock Holding History

Merit 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 		$4.28M Buy
31,168
+2,628
+9% +$319K 0.03% 479
2026
Q1 		$3.36M Buy
28,540
+1,431
+5% +$183K 0.02% 505
2025
Q4 		$3.18M Buy
27,109
+5,663
+26% +$695K 0.03% 484
2025
Q3 		$2.83M Buy
21,446
+1,278
+6% +$159K 0.03% 457
2025
Q2 		$2.13M Buy
20,168
+4,780
+31% +$482K 0.02% 500
2025
Q1 		$1.58M Buy
15,388
+2,613
+20% +$282K 0.02% 497
2024
Q4 		$1.39M Buy
12,775
+10,299
+416% +$1.34M 0.03% 425
2024
Q3 		$355K Sell
2,476
-6,512
-72% -$828K 0.01% 636
2024
Q2 		$990K Buy
+8,988
New +$1.02M 0.02% 412

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

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

Merit Financial Group increased its Pultegroup (PHM) stake by 9.2% in Q2 2026, buying an estimated $319K and bringing the position to 31,168 shares worth $4.28M. The position accounts for 0.03% of the portfolio, ranked #479.

Merit Financial Group first reported a position in PHM in Q2 2024 and has held it in 9 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Merit Financial Group held 31,168 shares of Pultegroup worth $4.28M as of Q2 2026.
  • Merit Financial Group bought 2,628 Pultegroup shares in Q2 2026, an estimated $319K.
  • Pultegroup made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #479 holding.
  • Merit Financial Group first reported a position in Pultegroup in Q2 2024 and has held it in 9 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

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