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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
Q2 		$2.47K Sell
18
-17
-49% -$2.06K 0.02% 156
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 $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

Park Square Financial Group's PHM Position: Q2 2026 in Review

Park Square Financial Group reduced its Pultegroup (PHM) stake by 49% in Q2 2026, selling an estimated $2.06K and leaving 18 shares worth $2.47K. The position accounts for 0.02% of the portfolio, ranked #156.

Park Square Financial Group first reported a position in PHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $168K in Q4 2024. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Park Square Financial Group held 18 shares of Pultegroup worth $2.47K as of Q2 2026.
  • Park Square Financial Group sold 17 Pultegroup shares in Q2 2026, an estimated $2.06K.
  • Pultegroup made up 0.02% of Park Square Financial Group's portfolio in Q2 2026, its #156 holding.
  • Park Square Financial Group first reported a position in Pultegroup in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Pultegroup position peaked at $168K in Q4 2024.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.