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Phoenix Financial’s Pultegroup PHM Stock Holding History

Phoenix Financial’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 		$313K Buy
2,660
+230
+9% +$29.5K ﹤0.01% 376
2025
Q4 		$285K Sell
2,430
-253
-9% -$31K ﹤0.01% 389
2025
Q3 		$355K Buy
+2,683
New +$333K ﹤0.01% 349
2024
Q4 		– Sell
-2,438
Closed -$351K – 395
2024
Q3 		$351K Buy
2,438
+607
+33% +$77.2K 0.01% 278
2024
Q2 		$201K Sell
1,831
-71
-4% -$8.06K ﹤0.01% 324
2024
Q1 		$229K Buy
+1,902
New +$204K ﹤0.01% 363
2023
Q4 		– Sell
-13,807
Closed -$1.02M – 378
2023
Q3 		$1.02M Buy
13,807
+286
+2% +$22.8K 0.02% 225
2023
Q2 		$1.05M Buy
13,521
+1,030
+8% +$69.8K 0.02% 213
2023
Q1 		$729K Buy
12,491
+1,942
+18% +$105K 0.02% 203
2022
Q4 		$482K Buy
10,549
+424
+4% +$17.9K 0.01% 221
2022
Q3 		$388K Buy
10,125
+14
+0.1% +$589 0.01% 260
2022
Q2 		$401K Buy
10,111
+1,296
+15% +$54.6K 0.01% 290
2022
Q1 		$372K Sell
8,815
-75
-0.8% -$3.72K 0.01% 314
2021
Q4 		$510K Sell
8,890
-742,648
-99% -$38.1M 0.01% 287
2021
Q3 		$34.6M Sell
751,538
-198,453
-21% -$10.3M 0.6% 54
2021
Q2 		$52M Buy
949,991
+43,227
+5% +$2.42M 0.99% 32
2021
Q1 		$47.7M Buy
906,764
+303,072
+50% +$14.1M 1.08% 24
2020
Q4 		$26M Buy
603,692
+103,692
+21% +$4.59M 0.7% 55
2020
Q3 		$21.9M Hold
500,000
– – 0.92% 38
2020
Q2 		$16.2M Buy
+500,000
New +$15M 0.69% 51

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

Phoenix Financial's PHM Position: Q1 2026 in Review

Phoenix Financial increased its Pultegroup (PHM) stake by 9.5% in Q1 2026, buying an estimated $29.5K and bringing the position to 2,660 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Phoenix Financial first reported a position in PHM in Q2 2020 and has held it in 20 quarters since. The position peaked at $52M in Q2 2021. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Phoenix Financial held 2,660 shares of Pultegroup worth $313K as of Q1 2026.
  • Phoenix Financial bought 230 Pultegroup shares in Q1 2026, an estimated $29.5K.
  • Pultegroup made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #376 holding.
  • Phoenix Financial first reported a position in Pultegroup in Q2 2020 and has held it in 20 quarters since.
  • Phoenix Financial's Pultegroup position peaked at $52M in Q2 2021.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.