OC
PHM icon

Oakworth Capital’s Pultegroup PHM Stock Holding History

Oakworth Capital’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 		$63.8K Hold
465
– – ﹤0.01% 423
2026
Q1 		$54.7K Hold
465
– – ﹤0.01% 431
2025
Q4 		$54.5K Hold
465
– – ﹤0.01% 422
2025
Q3 		$61.4K Hold
465
– – ﹤0.01% 413
2025
Q2 		$49K Sell
465
-64
-12% -$6.45K ﹤0.01% 355
2025
Q1 		$54.4K Buy
529
+54
+11% +$5.83K ﹤0.01% 348
2024
Q4 		$51.7K Buy
475
+411
+642% +$53.4K ﹤0.01% 356
2024
Q3 		$9.19K Buy
64
+12
+23% +$1.53K ﹤0.01% 514
2024
Q2 		$5.72K Buy
+52
New +$5.91K ﹤0.01% 554
2022
Q1 		– Sell
-1,405
Closed -$80K – 578
2021
Q4 		$80K Buy
+1,405
New +$72K 0.01% 286
2016
Q1 		– Sell
-94
Closed -$2K – 582
2015
Q4 		$2K Hold
94
– – ﹤0.01% 482
2015
Q3 		$2K Hold
94
– – ﹤0.01% 405
2015
Q2 		$2K Hold
94
– – ﹤0.01% 411
2015
Q1 		$2K Hold
94
– – ﹤0.01% 417
2014
Q4 		$2K Hold
94
– – ﹤0.01% 414
2014
Q3 		$2K Hold
94
– – ﹤0.01% 388
2014
Q2 		$2K Sell
94
-88
-48% -$1.69K ﹤0.01% 392
2014
Q1 		$3K Hold
182
– – ﹤0.01% 372
2013
Q4 		$4K Buy
+182
New +$3.23K ﹤0.01% 334

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Oakworth Capital's PHM Position: Q2 2026 in Review

Oakworth Capital held its Pultegroup (PHM) position steady in Q2 2026 at 465 shares worth $63.8K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Oakworth Capital first reported a position in PHM in Q4 2013 and has held it in 19 quarters since. The position peaked at $80K in Q4 2021. 313 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Oakworth Capital held 465 shares of Pultegroup worth $63.8K as of Q2 2026.
  • Oakworth Capital left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #423 holding.
  • Oakworth Capital first reported a position in Pultegroup in Q4 2013 and has held it in 19 quarters since.
  • Oakworth Capital's Pultegroup position peaked at $80K in Q4 2021.
  • 313 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.