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Stonebridge Financial Group (Pennsylvania)’s Pultegroup PHM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		– Sell
-2
Closed -$206 – 733
2025
Q1 		$206 Buy
+2
New +$216 ﹤0.01% 933

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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

Stonebridge Financial Group (Pennsylvania)'s PHM Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 2 shares — an estimated $206 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in PHM in Q1 2025 and held it in 1 quarter. The position peaked at $206 in Q1 2025. 944 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 2 Pultegroup shares in Q2 2025, an estimated $206.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Pultegroup in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Pultegroup position peaked at $206 in Q1 2025.
  • 944 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.