Quantum Financial Advisors
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Quantum Financial Advisors’s Pultegroup PHM Stock Holding History

Quantum Financial Advisors’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 		– Sell
-1,485
Closed -$204K – 277
2026
Q2 		$204K Buy
+1,485
New +$180K 0.02% 248
2024
Q4 		– Sell
-1,616
Closed -$232K – 205
2024
Q3 		$232K Buy
+1,616
New +$205K 0.04% 160

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Quantum Financial Advisors's PHM Position: Q3 2026 in Review

Quantum Financial Advisors sold out of Pultegroup (PHM) in Q3 2026, closing a stake of 1,485 shares — an estimated $204K sold.

Quantum Financial Advisors first reported a position in PHM in Q3 2024 and held it in 2 quarters. The position peaked at $232K in Q3 2024. 485 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Quantum Financial Advisors reported no remaining Pultegroup position as of Q3 2026 after selling out during the quarter.
  • Quantum Financial Advisors sold 1,485 Pultegroup shares in Q3 2026, an estimated $204K.
  • Quantum Financial Advisors first reported a position in Pultegroup in Q3 2024 and held it in 2 quarters.
  • Quantum Financial Advisors's Pultegroup position peaked at $232K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Quantum Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.