PS
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Principal Securities’s Pultegroup PHM Stock Holding History

Principal Securities’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 		$1.07M Sell
9,139
-1,061
-10% -$136K 0.02% 710
2025
Q4 		$1.2M Sell
10,200
-6,853
-40% -$841K 0.02% 644
2025
Q3 		$2.25M Buy
17,053
+1,074
+7% +$133K 0.04% 417
2025
Q2 		$1.69M Buy
15,979
+3,189
+25% +$321K 0.03% 460
2025
Q1 		$1.39M Hold
12,790
– – 0.03% 448
2024
Q4 		$1.39M Buy
12,790
+379
+3% +$49.2K 0.03% 448
2024
Q3 		$1.78M Buy
12,411
+3,178
+34% +$404K 0.04% 382
2024
Q2 		$1.02M Buy
9,233
+1,225
+15% +$139K 0.03% 477
2024
Q1 		$966K Sell
8,008
-1,361
-15% -$146K 0.03% 462
2023
Q4 		$967K Buy
+9,369
New +$796K 0.04% 421

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

Principal Securities's PHM Position: Q1 2026 in Review

Principal Securities reduced its Pultegroup (PHM) stake by 10% in Q1 2026, selling an estimated $136K and leaving 9,139 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #710.

Principal Securities first reported a position in PHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.25M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Principal Securities held 9,139 shares of Pultegroup worth $1.07M as of Q1 2026.
  • Principal Securities sold 1,061 Pultegroup shares in Q1 2026, an estimated $136K.
  • Pultegroup made up 0.02% of Principal Securities's portfolio in Q1 2026, its #710 holding.
  • Principal Securities first reported a position in Pultegroup in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Pultegroup position peaked at $2.25M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.