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Rossby Financial’s Pultegroup PHM Stock Holding History

Rossby Financial’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 		$37.1K Buy
317
+243
+328% +$31.1K 0.01% 837
2025
Q4 		$8.68K Sell
74
-189
-72% -$23.2K ﹤0.01% 975
2025
Q3 		$35.4K Buy
263
+16
+6% +$1.99K 0.01% 596
2025
Q2 		$26K Buy
247
+20
+9% +$2.02K 0.01% 604
2025
Q1 		$23.1K Buy
+227
New +$24.5K 0.01% 594

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

Rossby Financial's PHM Position: Q1 2026 in Review

Rossby Financial increased its Pultegroup (PHM) stake by 328% in Q1 2026, buying an estimated $31.1K and bringing the position to 317 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #837.

Rossby Financial first reported a position in PHM in Q1 2025 and has held it in 5 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Rossby Financial held 317 shares of Pultegroup worth $37.1K as of Q1 2026.
  • Rossby Financial bought 243 Pultegroup shares in Q1 2026, an estimated $31.1K.
  • Pultegroup made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #837 holding.
  • Rossby Financial first reported a position in Pultegroup in Q1 2025 and has held it in 5 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.