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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
Q2 		$428K Buy
3,119
+1,338
+75% +$162K ﹤0.01% 1165
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 $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Financial's PHM Position: Q2 2026 in Review

Summit Financial increased its Pultegroup (PHM) stake by 75% in Q2 2026, buying an estimated $162K and bringing the position to 3,119 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Summit Financial first reported a position in PHM in Q3 2024 and has held it in 7 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Summit Financial held 3,119 shares of Pultegroup worth $428K as of Q2 2026.
  • Summit Financial bought 1,338 Pultegroup shares in Q2 2026, an estimated $162K.
  • Pultegroup made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1165 holding.
  • Summit Financial first reported a position in Pultegroup in Q3 2024 and has held it in 7 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.