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SVB Wealth’s Pultegroup PHM Stock Holding History

SVB Wealth’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
Q1 		– Sell
-3,024
Closed -$329K – 1716
2024
Q4 		$329K Buy
+3,024
New +$393K 0.01% 530
2024
Q3 		– Sell
-4,025
Closed -$443K – 441
2024
Q2 		$443K Sell
4,025
-430
-10% -$48.8K 0.01% 446
2024
Q1 		$537K Sell
4,455
-521
-10% -$55.9K 0.01% 457
2023
Q4 		$514K Sell
4,976
-952
-16% -$80.9K 0.01% 466
2023
Q3 		$439K Sell
5,928
-23
-0.4% -$1.83K 0.01% 493
2023
Q2 		$462K Sell
5,951
-926
-13% -$62.8K 0.01% 515
2023
Q1 		$401K Sell
6,877
-380
-5% -$20.5K 0.01% 607
2022
Q4 		$330K Buy
7,257
+1,176
+19% +$49.5K ﹤0.01% 706
2022
Q3 		$228K Sell
6,081
-200
-3% -$8.41K ﹤0.01% 800
2022
Q2 		$249K Buy
+6,281
New +$265K ﹤0.01% 622
2022
Q1 		– Sell
-3,741
Closed -$214K – 830
2021
Q4 		$214K Sell
3,741
-9,199
-71% -$472K ﹤0.01% 684
2021
Q3 		$594K Sell
12,940
-4,222
-25% -$219K 0.01% 549
2021
Q2 		$936K Buy
17,162
+5,208
+44% +$291K 0.01% 402
2021
Q1 		$626K Buy
11,954
+463
+4% +$21.6K 0.01% 462
2020
Q4 		$496K Sell
11,491
-1,902
-14% -$84.3K 0.01% 478
2020
Q3 		$620K Buy
13,393
+1,685
+14% +$72.1K 0.01% 362
2020
Q2 		$398K Buy
+11,708
New +$352K 0.01% 405

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SVB Wealth's PHM Position: Q1 2025 in Review

SVB Wealth sold out of Pultegroup (PHM) in Q1 2025, closing a stake of 3,024 shares — an estimated $329K sold.

SVB Wealth first reported a position in PHM in Q2 2020 and held it in 17 quarters. The position peaked at $936K in Q2 2021. 962 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • SVB Wealth reported no remaining Pultegroup position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 3,024 Pultegroup shares in Q1 2025, an estimated $329K.
  • SVB Wealth first reported a position in Pultegroup in Q2 2020 and held it in 17 quarters.
  • SVB Wealth's Pultegroup position peaked at $936K in Q2 2021.
  • 962 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.