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Park Square Financial Group’s Pultegroup PHM Stock Holding History

Park Square 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
Q1 		$4.12K Sell
35
-268
-88% -$34.3K 0.03% 159
2025
Q4 		$33K Buy
303
+65
+27% +$7.97K 0.2% 51
2025
Q3 		$31.4K Sell
238
-1,280
-84% -$159K 0.14% 56
2025
Q2 		$160K Sell
1,518
-21
-1% -$2.12K 0.12% 133
2025
Q1 		$158K Sell
1,539
-3
-0.2% -$324 0.13% 113
2024
Q4 		$168K Buy
+1,542
New +$200K 0.12% 113

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Park Square Financial Group's PHM Position: Q1 2026 in Review

Park Square Financial Group reduced its Pultegroup (PHM) stake by 88% in Q1 2026, selling an estimated $34.3K and leaving 35 shares worth $4.12K. The position accounts for 0.03% of the portfolio, ranked #159.

Park Square Financial Group first reported a position in PHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $168K in Q4 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Park Square Financial Group held 35 shares of Pultegroup worth $4.12K as of Q1 2026.
  • Park Square Financial Group sold 268 Pultegroup shares in Q1 2026, an estimated $34.3K.
  • Pultegroup made up 0.03% of Park Square Financial Group's portfolio in Q1 2026, its #159 holding.
  • Park Square Financial Group first reported a position in Pultegroup in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Pultegroup position peaked at $168K in Q4 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.