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Newbridge Financial Services Group’s Pultegroup PHM Stock Holding History

Newbridge Financial Services 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 		$34.3K Hold
250
– – ﹤0.01% 575
2026
Q1 		$29.4K Buy
+250
New +$32K ﹤0.01% 557
2024
Q2 		– Sell
-6
Closed -$724 – 1199
2024
Q1 		$724 Buy
+6
New +$644 ﹤0.01% 1069
2022
Q1 		– Sell
-690
Closed -$39K – 1526
2021
Q4 		$39K Buy
+690
New +$35.4K 0.02% 537

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

Newbridge Financial Services Group's PHM Position: Q2 2026 in Review

Newbridge Financial Services Group held its Pultegroup (PHM) position steady in Q2 2026 at 250 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Newbridge Financial Services Group first reported a position in PHM in Q4 2021 and has held it in 4 quarters since. The position peaked at $39K in Q4 2021. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Newbridge Financial Services Group held 250 shares of Pultegroup worth $34.3K as of Q2 2026.
  • Newbridge Financial Services Group left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #575 holding.
  • Newbridge Financial Services Group first reported a position in Pultegroup in Q4 2021 and has held it in 4 quarters since.
  • Newbridge Financial Services Group's Pultegroup position peaked at $39K in Q4 2021.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.