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Resonant Capital Advisors’s Pultegroup PHM Stock Holding History

Resonant Capital 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
Q2 		$220K Buy
+1,599
New +$194K 0.01% 489
2025
Q4 		– Sell
-1,790
Closed -$237K – 464
2025
Q3 		$237K Buy
+1,790
New +$222K 0.01% 382

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Resonant Capital Advisors's PHM Position: Q2 2026 in Review

Resonant Capital Advisors opened a new position in Pultegroup (PHM) in Q2 2026: 1,599 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #489 among its holdings. This is a return to the name: Resonant Capital Advisors previously reported a position in PHM as recently as Q3 2025.

Resonant Capital Advisors first reported a position in PHM in Q3 2025 and has held it in 2 quarters since. The position peaked at $237K in Q3 2025. 574 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Resonant Capital Advisors held 1,599 shares of Pultegroup worth $220K as of Q2 2026.
  • Pultegroup was a new Resonant Capital Advisors position in Q2 2026.
  • Pultegroup made up 0.01% of Resonant Capital Advisors's portfolio in Q2 2026, its #489 holding.
  • Resonant Capital Advisors first reported a position in Pultegroup in Q3 2025 and has held it in 2 quarters since.
  • Resonant Capital Advisors's Pultegroup position peaked at $237K in Q3 2025.
  • 574 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.