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Syon Capital’s Pultegroup PHM Stock Holding History

Syon Capital’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 		$1.01M Sell
8,598
-1,286
-13% -$165K 0.05% 303
2025
Q4 		$1.16M Sell
9,884
-2,790
-22% -$342K 0.06% 255
2025
Q3 		$1.67M Buy
12,674
+2,785
+28% +$346K 0.09% 149
2025
Q2 		$1.04M Buy
9,889
+3,128
+46% +$315K 0.07% 205
2025
Q1 		$695K Buy
6,761
+1,965
+41% +$212K 0.06% 250
2024
Q4 		$522K Sell
4,796
-584
-11% -$75.8K 0.05% 273
2024
Q3 		$772K Buy
5,380
+13
+0.2% +$1.65K 0.07% 209
2024
Q2 		$591K Buy
5,367
+42
+0.8% +$4.77K 0.05% 232
2024
Q1 		$642K Sell
5,325
-5,325
-50% -$571K 0.06% 229
2023
Q4 		$1.1M Buy
10,650
+5,832
+121% +$496K 0.05% 243
2023
Q3 		$357K Buy
+4,818
New +$384K 0.04% 244

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

Syon Capital's PHM Position: Q1 2026 in Review

Syon Capital reduced its Pultegroup (PHM) stake by 13% in Q1 2026, selling an estimated $165K and leaving 8,598 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #303.

Syon Capital first reported a position in PHM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.67M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Syon Capital held 8,598 shares of Pultegroup worth $1.01M as of Q1 2026.
  • Syon Capital sold 1,286 Pultegroup shares in Q1 2026, an estimated $165K.
  • Pultegroup made up 0.05% of Syon Capital's portfolio in Q1 2026, its #303 holding.
  • Syon Capital first reported a position in Pultegroup in Q3 2023 and has held it in 11 quarters since.
  • Syon Capital's Pultegroup position peaked at $1.67M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.