Pinnacle Bancorp’s Pultegroup PHM Stock Holding History

Pinnacle Bancorp’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	$7.55K	Hold	55	–	–	﹤0.01%	782
2026 Q1	$6.47K	Hold	55	–	–	﹤0.01%	771
2025 Q4	$6.45K	Hold	55	–	–	﹤0.01%	756
2025 Q3	$7.27K	Hold	55	–	–	﹤0.01%	765
2025 Q2	$5.8K	Hold	55	–	–	﹤0.01%	779
2025 Q1	$5.65K	Buy	55 +23	+72%	+$2.48K	﹤0.01%	765
2024 Q4	$3.48K	Sell	32 -18	-36%	-$2.34K	﹤0.01%	822
2024 Q3	$7.18K	Hold	50	–	–	﹤0.01%	738
2024 Q2	$5.5K	Hold	50	–	–	﹤0.01%	743
2024 Q1	$6.03K	Sell	50 -65	-57%	-$6.97K	﹤0.01%	722
2023 Q4	$11.9K	Hold	115	–	–	﹤0.01%	609
2023 Q3	$8.52K	Hold	115	–	–	﹤0.01%	637
2023 Q2	$8.93K	Sell	115 -59	-34%	-$4K	﹤0.01%	618
2023 Q1	$10.1K	Sell	174 -36	-17%	-$1.94K	﹤0.01%	612
2022 Q4	$10K	Hold	210	–	–	﹤0.01%	576
2022 Q3	$8K	Hold	210	–	–	﹤0.01%	590
2022 Q2	$8K	Hold	210	–	–	﹤0.01%	604
2022 Q1	$9K	Hold	210	–	–	﹤0.01%	600
2021 Q4	$12K	Hold	210	–	–	﹤0.01%	553
2021 Q3	$10K	Hold	210	–	–	﹤0.01%	591
2021 Q2	$11K	Hold	210	–	–	0.01%	581
2021 Q1	$11K	Buy	+210	New	+$9.8K	0.01%	570

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

Pinnacle Bancorp's PHM Position: Q2 2026 in Review

Pinnacle Bancorp held its Pultegroup (PHM) position steady in Q2 2026 at 55 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Pinnacle Bancorp first reported a position in PHM in Q1 2021 and has held it in 22 quarters since. The position peaked at $12K in Q4 2021. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Pinnacle Bancorp held 55 shares of Pultegroup worth $7.55K as of Q2 2026.
Pinnacle Bancorp left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #782 holding.
Pinnacle Bancorp first reported a position in Pultegroup in Q1 2021 and has held it in 22 quarters since.
Pinnacle Bancorp's Pultegroup position peaked at $12K in Q4 2021.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.