Rakuten Securities
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Rakuten Securities’s Pultegroup PHM Stock Holding History

Rakuten 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
Q3 		$1.97K Sell
17
-46
-73% -$5.78K ﹤0.01% 711
2026
Q2 		$8.64K Buy
63
+3
+5% +$364 ﹤0.01% 484
2026
Q1 		$7.06K Sell
60
-16
-21% -$2.05K ﹤0.01% 473
2025
Q4 		$8.91K Buy
76
+15
+25% +$1.84K ﹤0.01% 447
2025
Q3 		$8.06K Sell
61
-6
-9% -$745 ﹤0.01% 440
2025
Q2 		$7.07K Sell
67
-3
-4% -$302 ﹤0.01% 457
2025
Q1 		$7.2K Sell
70
-16
-19% -$1.73K ﹤0.01% 444
2024
Q4 		$9.36K Buy
86
+57
+197% +$7.4K ﹤0.01% 400
2024
Q3 		$4.16K Buy
29
+14
+93% +$1.78K ﹤0.01% 429
2024
Q2 		$1.65K Sell
15
-53
-78% -$6.02K ﹤0.01% 503
2024
Q1 		$8.2K Sell
68
-292
-81% -$31.3K ﹤0.01% 353
2023
Q4 		$37.2K Buy
+360
New +$30.6K 0.03% 177

Other funds holding PHM

Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Rakuten Securities's PHM Position: Q3 2026 in Review

Rakuten Securities reduced its Pultegroup (PHM) stake by 73% in Q3 2026, selling an estimated $5.78K and leaving 17 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Rakuten Securities first reported a position in PHM in Q4 2023 and has held it in 12 quarters since. The position peaked at $37.2K in Q4 2023. 734 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Rakuten Securities held 17 shares of Pultegroup worth $1.97K as of Q3 2026.
  • Rakuten Securities sold 46 Pultegroup shares in Q3 2026, an estimated $5.78K.
  • Pultegroup made up ﹤0.01% of Rakuten Securities's portfolio in Q3 2026, its #711 holding.
  • Rakuten Securities first reported a position in Pultegroup in Q4 2023 and has held it in 12 quarters since.
  • Rakuten Securities's Pultegroup position peaked at $37.2K in Q4 2023.
  • 734 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Rakuten Securities's 13F filing for Q3 2026, filed 2 Nov 2026.