Rossby Financial
PHM icon

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
Q3 		$65K Buy
560
+258
+85% +$32.4K 0.01% 833
2026
Q2 		$41.4K Sell
302
-15
-5% -$1.82K 0.01% 748
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

Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Rossby Financial's PHM Position: Q3 2026 in Review

Rossby Financial increased its Pultegroup (PHM) stake by 85% in Q3 2026, buying an estimated $32.4K and bringing the position to 560 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #833.

Rossby Financial first reported a position in PHM in Q1 2025 and has held it in 7 quarters since. 767 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Rossby Financial held 560 shares of Pultegroup worth $65K as of Q3 2026.
  • Rossby Financial bought 258 Pultegroup shares in Q3 2026, an estimated $32.4K.
  • Pultegroup made up 0.01% of Rossby Financial's portfolio in Q3 2026, its #833 holding.
  • Rossby Financial first reported a position in Pultegroup in Q1 2025 and has held it in 7 quarters since.
  • 767 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.