Patriot Financial Group Insurance Agency’s Pultegroup PHM Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-1,958	Closed	-$230K	–	642
2026 Q1	$230K	Buy	+1,958	New	+$251K	0.01%	633
2025 Q1	–	Sell	-2,250	Closed	-$245K	–	519
2024 Q4	$245K	Sell	2,250 -19	-0.8%	-$2.47K	0.03%	410
2024 Q3	$326K	Sell	2,269 -1	-0%	-$127	0.04%	368
2024 Q2	$250K	Buy	+2,270	New	+$258K	0.04%	410
2022 Q3	–	Sell	-923	Closed	-$37K	–	1519
2022 Q2	$37K	Sell	923 -1	-0.1%	-$42	0.01%	827
2022 Q1	$39K	Buy	924 +5	+0.5%	+$248	0.01%	856
2021 Q4	$53K	Hold	919	–	–	0.01%	838
2021 Q3	$42K	Hold	919	–	–	0.01%	920
2021 Q2	$50K	Hold	919	–	–	0.01%	838
2021 Q1	$48K	Hold	919	–	–	0.01%	791
2020 Q4	$40K	Hold	919	–	–	0.01%	757
2020 Q3	$43K	Buy	919 +33	+4%	+$1.41K	0.01%	579
2020 Q2	$30K	Buy	886 +388	+78%	+$11.7K	0.01%	639
2020 Q1	$11K	Buy	+498	New	+$19.2K	0.01%	834
2019 Q4	–	Sell	-9	Closed	–	–	1413
2019 Q3	$0	Buy	+9	New	+$299	﹤0.01%	1424

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PHM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 1,958 shares — an estimated $230K sold.

Patriot Financial Group Insurance Agency first reported a position in PHM in Q3 2019 and held it in 15 quarters. The position peaked at $326K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,958 Pultegroup shares in Q2 2026, an estimated $230K.
Patriot Financial Group Insurance Agency first reported a position in Pultegroup in Q3 2019 and held it in 15 quarters.
Patriot Financial Group Insurance Agency's Pultegroup position peaked at $326K in Q3 2024.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.