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SRN Advisors’s Pultegroup PHM Stock Holding History

SRN Advisors’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
2025
Q2 		$1M Buy
9,495
+277
+3% +$27.9K 0.91% 38
2025
Q1 		$948K Sell
9,218
-233
-2% -$25.2K 1.06% 27
2024
Q4 		$1.03M Sell
9,451
-30
-0.3% -$3.9K 0.92% 49
2024
Q3 		$1.36M Sell
9,481
-399
-4% -$50.7K 1.21% 26
2024
Q2 		$1.09M Hold
9,880
– – 0.9% 42
2024
Q1 		$1.19M Buy
9,880
+466
+5% +$50K 0.93% 54
2023
Q4 		$972K Buy
+9,414
New +$800K 0.87% 49

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SRN Advisors's PHM Position: Q2 2025 in Review

SRN Advisors increased its Pultegroup (PHM) stake by 3% in Q2 2025, buying an estimated $27.9K and bringing the position to 9,495 shares worth $1M. The position accounts for 0.91% of the portfolio, ranked #38.

SRN Advisors first reported a position in PHM in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.36M in Q3 2024. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • SRN Advisors held 9,495 shares of Pultegroup worth $1M as of Q2 2025.
  • SRN Advisors bought 277 Pultegroup shares in Q2 2025, an estimated $27.9K.
  • Pultegroup made up 0.91% of SRN Advisors's portfolio in Q2 2025, its #38 holding.
  • SRN Advisors first reported a position in Pultegroup in Q4 2023 and has held it in 7 quarters since.
  • SRN Advisors's Pultegroup position peaked at $1.36M in Q3 2024.
  • 944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on SRN Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.