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Polaris Financial Partners’s Pultegroup PHM Stock Holding History

Polaris Financial Partners’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
Q3 		$81K Buy
+694
New +$87.2K 0.04% 147

Other funds holding PHM

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Polaris Financial Partners's PHM Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Pultegroup (PHM) in Q3 2026: 694 shares worth $81K. The stake represents 0.04% of the portfolio and ranks #147 among its holdings.

9 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Polaris Financial Partners held 694 shares of Pultegroup worth $81K as of Q3 2026.
  • Pultegroup was a new Polaris Financial Partners position in Q3 2026.
  • Pultegroup made up 0.04% of Polaris Financial Partners's portfolio in Q3 2026, its #147 holding.
  • 9 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.