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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Richardson Financial Services's PHM Position: Q2 2026 in Review

Richardson Financial Services held its Pultegroup (PHM) position steady in Q2 2026 at 130 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #434.

Richardson Financial Services first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $106K in Q3 2025. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Richardson Financial Services held 130 shares of Pultegroup worth $17.8K as of Q2 2026.
  • Richardson Financial Services left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #434 holding.
  • Richardson Financial Services first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Pultegroup position peaked at $106K in Q3 2025.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.