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Richardson Financial Services’s Pultegroup PHM Stock Holding History

Richardson Financial Services’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 		$15.3K Hold
130
– – 0.01% 444
2025
Q4 		$15.2K Sell
130
-674
-84% -$82.7K ﹤0.01% 432
2025
Q3 		$106K Buy
804
+217
+37% +$27K 0.07% 207
2025
Q2 		$64.5K Buy
587
+71
+14% +$7.15K 0.04% 232
2025
Q1 		$53K Sell
516
-106
-17% -$11.4K 0.04% 240
2024
Q4 		$67.7K Buy
622
+89
+17% +$11.6K 0.05% 228
2024
Q3 		$58.7K Hold
533
– – 0.04% 250
2024
Q2 		$58.7K Hold
533
– – 0.04% 237
2024
Q1 		$64.3K Sell
533
-182
-25% -$19.5K 0.05% 227
2023
Q4 		$73.8K Buy
+715
New +$60.8K 0.06% 191

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

Richardson Financial Services's PHM Position: Q1 2026 in Review

Richardson Financial Services held its Pultegroup (PHM) position steady in Q1 2026 at 130 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #444.

Richardson Financial Services first reported a position in PHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $106K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Richardson Financial Services held 130 shares of Pultegroup worth $15.3K as of Q1 2026.
  • Richardson Financial Services left its Pultegroup share count unchanged in Q1 2026.
  • Pultegroup made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #444 holding.
  • Richardson Financial Services first reported a position in Pultegroup in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Pultegroup position peaked at $106K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.