Security National Bank’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$33.3K Hold
243
﹤0.01% 269
2026
Q1
$28.6K Sell
243
-74
-23% -$9.48K ﹤0.01% 272
2025
Q4
$37.2K Hold
317
0.01% 253
2025
Q3
$41.9K Sell
317
-73
-19% -$9.07K 0.01% 252
2025
Q2
$41.1K Hold
390
0.01% 228
2025
Q1
$40.1K Hold
390
0.01% 229
2024
Q4
$42.5K Hold
390
0.01% 218
2024
Q3
$56K Hold
390
0.01% 192
2024
Q2
$42.9K Hold
390
0.01% 203
2024
Q1
$47K Hold
390
0.01% 197
2023
Q4
$40.3K Buy
+390
New +$33.1K 0.01% 214

Other funds holding PHM

Security National Bank's PHM Position: Q2 2026 in Review

Security National Bank held its Pultegroup (PHM) position steady in Q2 2026 at 243 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Security National Bank first reported a position in PHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $56K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Security National Bank held 243 shares of Pultegroup worth $33.3K as of Q2 2026.
  • Security National Bank left its Pultegroup share count unchanged in Q2 2026.
  • Pultegroup made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #269 holding.
  • Security National Bank first reported a position in Pultegroup in Q4 2023 and has held it in 11 quarters since.
  • Security National Bank's Pultegroup position peaked at $56K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.