SJL
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Shayne & Jacobs LLC’s Pultegroup PHM Stock Holding History

Shayne & Jacobs LLC’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 		$4.38M Sell
31,942
-250
-0.8% -$30.4K 1.3% 17
2026
Q1 		$3.79M Hold
32,192
– – 1.17% 18
2025
Q4 		$3.77M Hold
32,192
– – 1.14% 17
2025
Q3 		$4.25M Hold
32,192
– – 1.32% 15
2025
Q2 		$3.39M Hold
32,192
– – 1.12% 18
2025
Q1 		$3.31M Buy
32,192
+1,385
+4% +$150K 0.81% 16
2024
Q4 		$3.35M Sell
30,807
-1,730
-5% -$225K 0.88% 16
2024
Q3 		$4.67M Sell
32,537
-1,574
-5% -$200K 1.17% 9
2024
Q2 		$3.76M Sell
34,111
-2,430
-7% -$276K 1.04% 14
2024
Q1 		$4.41M Sell
36,541
-7,428
-17% -$797K 1.2% 10
2023
Q4 		$4.54M Sell
43,969
-750
-2% -$63.7K 1.41% 8
2023
Q3 		$3.31M Buy
+44,719
New +$3.56M 1.1% 12

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MF
Milford Funds Auckland $6.14B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Shayne & Jacobs LLC's PHM Position: Q2 2026 in Review

Shayne & Jacobs LLC reduced its Pultegroup (PHM) stake by 0.78% in Q2 2026, selling an estimated $30.4K and leaving 31,942 shares worth $4.38M. The position accounts for 1.3% of the portfolio, ranked #17.

Shayne & Jacobs LLC first reported a position in PHM in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.67M in Q3 2024. 393 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Shayne & Jacobs LLC held 31,942 shares of Pultegroup worth $4.38M as of Q2 2026.
  • Shayne & Jacobs LLC sold 250 Pultegroup shares in Q2 2026, an estimated $30.4K.
  • Pultegroup made up 1.3% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #17 holding.
  • Shayne & Jacobs LLC first reported a position in Pultegroup in Q3 2023 and has held it in 12 quarters since.
  • Shayne & Jacobs LLC's Pultegroup position peaked at $4.67M in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.