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Petra Financial Advisors’s Pultegroup PHM Stock Holding History

Petra Financial Advisors’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 		– Sell
-5,678
Closed -$666K – 137
2025
Q4 		$666K Sell
5,678
-1,288
-18% -$158K 0.39% 72
2025
Q3 		$920K Buy
+6,966
New +$865K 0.54% 48
2024
Q4 		– Sell
-5,694
Closed -$817K – 150
2024
Q3 		$817K Sell
5,694
-2,514
-31% -$320K 0.54% 50
2024
Q2 		$904K Sell
8,208
-29
-0.4% -$3.29K 0.65% 48
2024
Q1 		$991K Buy
8,237
+412
+5% +$44.2K 0.73% 40
2023
Q4 		$808K Sell
7,825
-62
-0.8% -$5.27K 0.67% 43
2023
Q3 		$584K Buy
+7,887
New +$629K 0.49% 60

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

Petra Financial Advisors's PHM Position: Q1 2026 in Review

Petra Financial Advisors sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 5,678 shares — an estimated $666K sold.

Petra Financial Advisors first reported a position in PHM in Q3 2023 and held it in 7 quarters. The position peaked at $991K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Petra Financial Advisors reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Petra Financial Advisors sold 5,678 Pultegroup shares in Q1 2026, an estimated $666K.
  • Petra Financial Advisors first reported a position in Pultegroup in Q3 2023 and held it in 7 quarters.
  • Petra Financial Advisors's Pultegroup position peaked at $991K in Q1 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Petra Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.