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NBC Securities’s Pultegroup PHM Stock Holding History

NBC Securities’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 		$509K Sell
3,706
-42
-1% -$5.1K 0.03% 517
2026
Q1 		$441K Sell
3,748
-279
-7% -$35.7K 0.03% 557
2025
Q4 		$472K Sell
4,027
-1,238
-24% -$152K 0.04% 517
2025
Q3 		$696K Sell
5,265
-100
-2% -$12.4K 0.05% 385
2025
Q2 		$565K Buy
5,365
+170
+3% +$17.1K 0.05% 439
2025
Q1 		$534K Buy
5,195
+5,190
+103,800% +$561K 0.05% 432
2024
Q4 		$548 Sell
5
-5,063
-100% -$657K 0.05% 417
2024
Q3 		$727K Sell
5,068
-43
-0.8% -$5.47K 0.06% 342
2024
Q2 		$562K Buy
5,111
+337
+7% +$38.3K 0.05% 396
2024
Q1 		$575K Buy
4,774
+112
+2% +$12K 0.05% 395
2023
Q4 		$481K Sell
4,662
-104
-2% -$8.84K 0.05% 429
2023
Q3 		$352K Buy
+4,766
New +$380K 0.04% 493

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

NBC Securities's PHM Position: Q2 2026 in Review

NBC Securities reduced its Pultegroup (PHM) stake by 1.1% in Q2 2026, selling an estimated $5.1K and leaving 3,706 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #517.

NBC Securities first reported a position in PHM in Q3 2023 and has held it in 12 quarters since. The position peaked at $727K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • NBC Securities held 3,706 shares of Pultegroup worth $509K as of Q2 2026.
  • NBC Securities sold 42 Pultegroup shares in Q2 2026, an estimated $5.1K.
  • Pultegroup made up 0.03% of NBC Securities's portfolio in Q2 2026, its #517 holding.
  • NBC Securities first reported a position in Pultegroup in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Pultegroup position peaked at $727K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.