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Sunbelt Securities’s Pultegroup PHM Stock Holding History

Sunbelt Securities’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 		$353 Hold
3
– – ﹤0.01% 2377
2025
Q4 		$352 Buy
+3
New +$368 ﹤0.01% 2315
2024
Q4 		– Sell
-27
Closed -$3.88K – 1899
2024
Q3 		$3.88K Buy
+27
New +$3.43K ﹤0.01% 1493

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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sunbelt Securities's PHM Position: Q1 2026 in Review

Sunbelt Securities held its Pultegroup (PHM) position steady in Q1 2026 at 3 shares worth $353. The position accounts for ﹤0.01% of the portfolio, ranked #2377.

Sunbelt Securities first reported a position in PHM in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.88K in Q3 2024. 1,036 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Sunbelt Securities held 3 shares of Pultegroup worth $353 as of Q1 2026.
  • Sunbelt Securities left its Pultegroup share count unchanged in Q1 2026.
  • Pultegroup made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2377 holding.
  • Sunbelt Securities first reported a position in Pultegroup in Q3 2024 and has held it in 3 quarters since.
  • Sunbelt Securities's Pultegroup position peaked at $3.88K in Q3 2024.
  • 1,036 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.