Richardson Financial Services
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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
Q3 		$5.22K Sell
45
-85
-65% -$10.7K ﹤0.01% 484
2026
Q2 		$17.8K Hold
130
– – 0.01% 434
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

Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Richardson Financial Services's PHM Position: Q3 2026 in Review

Richardson Financial Services reduced its Pultegroup (PHM) stake by 65% in Q3 2026, selling an estimated $10.7K and leaving 45 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Richardson Financial Services first reported a position in PHM in Q4 2023 and has held it in 12 quarters since. The position peaked at $106K in Q3 2025. 854 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Richardson Financial Services held 45 shares of Pultegroup worth $5.22K as of Q3 2026.
  • Richardson Financial Services sold 85 Pultegroup shares in Q3 2026, an estimated $10.7K.
  • Pultegroup made up ﹤0.01% of Richardson Financial Services's portfolio in Q3 2026, its #484 holding.
  • Richardson Financial Services first reported a position in Pultegroup in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's Pultegroup position peaked at $106K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.