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Moody National Bank Trust Division’s Pultegroup PHM Stock Holding History

Moody National Bank Trust Division’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
-2,035
Closed -$269K – 523
2025
Q3 		$269K Hold
2,035
– – 0.02% 436
2025
Q2 		$215K Hold
2,035
– – 0.02% 464
2025
Q1 		$209K Sell
2,035
-744
-27% -$80.4K 0.02% 468
2024
Q4 		$303K Hold
2,779
– – 0.03% 399
2024
Q3 		$399K Buy
2,779
+175
+7% +$22.3K 0.04% 369
2024
Q2 		$287K Hold
2,604
– – 0.02% 389
2024
Q1 		$314K Sell
2,604
-499
-16% -$53.5K 0.02% 387
2023
Q4 		$320K Sell
3,103
-2,005
-39% -$170K 0.03% 400
2023
Q3 		$378K Sell
5,108
-238
-4% -$19K 0.02% 454
2023
Q2 		$415K Hold
5,346
– – 0.03% 434
2023
Q1 		$312K Sell
5,346
-1,400
-21% -$75.6K 0.03% 500
2022
Q4 		$308K Hold
6,746
– – 0.03% 481
2022
Q3 		$253K Buy
6,746
+440
+7% +$18.5K 0.03% 512
2022
Q2 		$250K Buy
+6,306
New +$266K 0.03% 452

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $1.88T AUM 44.46% 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 $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Moody National Bank Trust Division's PHM Position: Q4 2025 in Review

Moody National Bank Trust Division sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 2,035 shares — an estimated $269K sold.

Moody National Bank Trust Division first reported a position in PHM in Q2 2022 and held it in 14 quarters. The position peaked at $415K in Q2 2023. 1,031 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

  • Moody National Bank Trust Division reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
  • Moody National Bank Trust Division sold 2,035 Pultegroup shares in Q4 2025, an estimated $269K.
  • Moody National Bank Trust Division first reported a position in Pultegroup in Q2 2022 and held it in 14 quarters.
  • Moody National Bank Trust Division's Pultegroup position peaked at $415K in Q2 2023.
  • 1,031 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Moody National Bank Trust Division's 13F filing for Q4 2025, filed 12 Jan 2026.