Root Financial Partners
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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
Q3 		$69.9K Buy
+602
New +$75.7K ﹤0.01% 917
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Root Financial Partners's PHM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Pultegroup (PHM) in Q3 2026: 602 shares worth $69.9K. The stake represents ﹤0.01% of the portfolio and ranks #917 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PHM as recently as Q1 2026.

Root Financial Partners first reported a position in PHM in Q3 2025 and has held it in 4 quarters since. 608 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Root Financial Partners held 602 shares of Pultegroup worth $69.9K as of Q3 2026.
  • Pultegroup was a new Root Financial Partners position in Q3 2026.
  • Pultegroup made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #917 holding.
  • Root Financial Partners first reported a position in Pultegroup in Q3 2025 and has held it in 4 quarters since.
  • 608 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.