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Summit Financial’s Pultegroup PHM Stock Holding History

Summit 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
Q1 		$210K Buy
1,781
+40
+2% +$5.12K ﹤0.01% 1331
2025
Q4 		$205K Sell
1,741
-247
-12% -$30.3K ﹤0.01% 1239
2025
Q3 		$263K Buy
+1,988
New +$247K ﹤0.01% 1107
2025
Q2 		– Sell
-2,286
Closed -$235K – 827
2025
Q1 		$235K Buy
2,286
+417
+22% +$45K 0.01% 660
2024
Q4 		$204K Buy
1,869
+344
+23% +$44.7K 0.01% 618
2024
Q3 		$219K Buy
+1,525
New +$194K 0.01% 508

Other funds holding PHM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Summit Financial's PHM Position: Q1 2026 in Review

Summit Financial increased its Pultegroup (PHM) stake by 2.3% in Q1 2026, buying an estimated $5.12K and bringing the position to 1,781 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Summit Financial first reported a position in PHM in Q3 2024 and has held it in 6 quarters since. The position peaked at $263K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Summit Financial held 1,781 shares of Pultegroup worth $210K as of Q1 2026.
  • Summit Financial bought 40 Pultegroup shares in Q1 2026, an estimated $5.12K.
  • Pultegroup made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1331 holding.
  • Summit Financial first reported a position in Pultegroup in Q3 2024 and has held it in 6 quarters since.
  • Summit Financial's Pultegroup position peaked at $263K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.