Petrus Trust Company’s Pultegroup PHM Stock Holding History

Petrus Trust Company’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
2025 Q2	–	Sell	-4,767	Closed	-$490K	–	672
2025 Q1	$490K	Buy	+4,767	New	+$515K	0.05%	201
2023 Q3	–	Sell	-3,668	Closed	-$285K	–	698
2023 Q2	$285K	Buy	+3,668	New	+$249K	0.03%	394
2018 Q4	–	Sell	-10,146	Closed	-$251K	–	288
2018 Q3	$251K	Sell	10,146 -1,317	-11%	-$37.3K	0.06%	138
2018 Q2	$330K	Buy	+11,463	New	+$345K	0.07%	102

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Petrus Trust Company's PHM Position: Q2 2025 in Review

Petrus Trust Company sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 4,767 shares — an estimated $490K sold.

Petrus Trust Company first reported a position in PHM in Q2 2018 and held it in 4 quarters. The position peaked at $490K in Q1 2025. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Petrus Trust Company reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
Petrus Trust Company sold 4,767 Pultegroup shares in Q2 2025, an estimated $490K.
Petrus Trust Company first reported a position in Pultegroup in Q2 2018 and held it in 4 quarters.
Petrus Trust Company's Pultegroup position peaked at $490K in Q1 2025.
944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.