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Reflection Asset Management’s Pultegroup PHM Stock Holding History

Reflection Asset Management’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 		– Sell
-193
Closed -$22.6K – 373
2025
Q4 		$22.6K Buy
+193
New +$23.7K 0.02% 359

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Fidelity Investments
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First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Reflection Asset Management's PHM Position: Q1 2026 in Review

Reflection Asset Management sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 193 shares — an estimated $22.6K sold.

Reflection Asset Management first reported a position in PHM in Q4 2025 and held it in 1 quarter. The position peaked at $22.6K in Q4 2025. 1,036 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Reflection Asset Management reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
  • Reflection Asset Management sold 193 Pultegroup shares in Q1 2026, an estimated $22.6K.
  • Reflection Asset Management first reported a position in Pultegroup in Q4 2025 and held it in 1 quarter.
  • Reflection Asset Management's Pultegroup position peaked at $22.6K in Q4 2025.
  • 1,036 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.