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Root Financial Partners’s Pultegroup PHM Stock Holding History

Root Financial Partners’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 		– Sell
-516
Closed -$60.7K – 2401
2026
Q1 		$60.7K Buy
516
+39
+8% +$5K ﹤0.01% 784
2025
Q4 		$55.9K Buy
477
+70
+17% +$8.59K ﹤0.01% 663
2025
Q3 		$53.8K Buy
+407
New +$50.5K ﹤0.01% 644

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Root Financial Partners's PHM Position: Q2 2026 in Review

Root Financial Partners sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 516 shares — an estimated $60.7K sold.

Root Financial Partners first reported a position in PHM in Q3 2025 and held it in 3 quarters. The position peaked at $60.7K in Q1 2026. 344 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Root Financial Partners reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 516 Pultegroup shares in Q2 2026, an estimated $60.7K.
  • Root Financial Partners first reported a position in Pultegroup in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Pultegroup position peaked at $60.7K in Q1 2026.
  • 344 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.