Raymond James Financial
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Raymond James Financial’s Pultegroup PHM Stock Holding History

Raymond James Financial’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
2025
Q2 		– Sell
-1,000
Closed -$115K – 7041
2025
Q1 		$115K Hold
1,000
– – ﹤0.01% 4526
2024
Q4 		$110K Buy
+1,000
New +$130K ﹤0.01% 4513

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

Raymond James Financial's PHM Position: Q1 2026 in Review

Raymond James Financial increased its Pultegroup (PHM) stake by 15% in Q1 2026, buying an estimated $9.18M and bringing the position to 560,179 shares worth $65.9M. The position accounts for 0.02% of the portfolio, ranked #708.

Raymond James Financial first reported a position in PHM in Q4 2024 and has held it in 6 quarters since. 1,032 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Raymond James Financial held 560,179 shares of Pultegroup worth $65.9M as of Q1 2026.
  • Raymond James Financial bought 71,699 Pultegroup shares in Q1 2026, an estimated $9.18M.
  • Pultegroup made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #708 holding.
  • Raymond James Financial first reported a position in Pultegroup in Q4 2024 and has held it in 6 quarters since.
  • 1,032 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.