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Philadelphia Financial Management of San Francisco’s Pultegroup PHM Stock Holding History

Philadelphia Financial Management of San Francisco’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
Q3 		– Sell
-82,191
Closed -$8.67M – 80
2025
Q2 		$8.67M Buy
+82,191
New +$8.28M 1.02% 37

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's PHM Position: Q3 2025 in Review

Philadelphia Financial Management of San Francisco sold out of Pultegroup (PHM) in Q3 2025, closing a stake of 82,191 shares — an estimated $8.67M sold.

Philadelphia Financial Management of San Francisco first reported a position in PHM in Q2 2025 and held it in 1 quarter. The position peaked at $8.67M in Q2 2025. 986 funds tracked by Wall St. Rank hold PHM as of Q3 2025.

  • Philadelphia Financial Management of San Francisco reported no remaining Pultegroup position as of Q3 2025 after selling out during the quarter.
  • Philadelphia Financial Management of San Francisco sold 82,191 Pultegroup shares in Q3 2025, an estimated $8.67M.
  • Philadelphia Financial Management of San Francisco first reported a position in Pultegroup in Q2 2025 and held it in 1 quarter.
  • Philadelphia Financial Management of San Francisco's Pultegroup position peaked at $8.67M in Q2 2025.
  • 986 funds tracked by Wall St. Rank held Pultegroup as of Q3 2025.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q3 2025, filed 14 Nov 2025.