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Systematic Financial Management’s Pultegroup PHM Stock Holding History

Systematic Financial Management’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 		$6.95M Sell
50,649
-61,200
-55% -$7.43M 0.14% 160
2026
Q1 		$13.2M Sell
111,849
-6,693
-6% -$857K 0.3% 124
2025
Q4 		$13.9M Sell
118,542
-13,614
-10% -$1.67M 0.33% 120
2025
Q3 		$17.5M Sell
132,156
-3,424
-3% -$425K 0.42% 93
2025
Q2 		$14.3M Buy
135,580
+8,047
+6% +$811K 0.38% 102
2025
Q1 		$13.1M Buy
127,533
+1,524
+1% +$165K 0.37% 107
2024
Q4 		$13.7M Sell
126,009
-4,248
-3% -$552K 0.35% 117
2024
Q3 		$18.7M Buy
130,257
+4,840
+4% +$615K 0.48% 93
2024
Q2 		$13.8M Sell
125,417
-11,810
-9% -$1.34M 0.42% 99
2024
Q1 		$16.6M Buy
137,227
+3,282
+2% +$352K 0.46% 93
2023
Q4 		$13.8M Sell
133,945
-12,052
-8% -$1.02M 0.41% 107
2023
Q3 		$10.8M Sell
145,997
-9,159
-6% -$730K 0.35% 114
2023
Q2 		$12.1M Sell
155,156
-24,116
-13% -$1.63M 0.38% 111
2023
Q1 		$10.4M Sell
179,272
-26,845
-13% -$1.45M 0.34% 118
2022
Q4 		$9.38M Sell
206,117
-45,372
-18% -$1.91M 0.31% 126
2022
Q3 		$9.43M Sell
251,489
-38,488
-13% -$1.62M 0.34% 115
2022
Q2 		$11.5M Sell
289,977
-6,915
-2% -$291K 0.4% 109
2022
Q1 		$12.4M Buy
296,892
+1,545
+0.5% +$76.7K 0.39% 111
2021
Q4 		$16.9M Sell
295,347
-6,571
-2% -$337K 0.5% 92
2021
Q3 		$13.9M Buy
301,918
+84,028
+39% +$4.37M 0.43% 109
2021
Q2 		$11.9M Buy
217,890
+36,950
+20% +$2.07M 0.36% 120
2021
Q1 		$9.49M Buy
180,940
+2,315
+1% +$108K 0.35% 123
2020
Q4 		$7.7M Buy
178,625
+59,315
+50% +$2.63M 0.34% 125
2020
Q3 		$5.52M Sell
119,310
-2,500
-2% -$107K 0.3% 132
2020
Q2 		$4.14M Buy
121,810
+121,650
+76,031% +$3.65M 0.22% 143
2020
Q1 		$4K Buy
+160
New +$6.18K ﹤0.01% 479
2018
Q4 		– Sell
-15,900
Closed -$394K – 677
2018
Q3 		$394K Sell
15,900
-300
-2% -$8.5K 0.01% 617
2018
Q2 		$466K Buy
+16,200
New +$487K 0.01% 584

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

Systematic Financial Management's PHM Position: Q2 2026 in Review

Systematic Financial Management reduced its Pultegroup (PHM) stake by 55% in Q2 2026, selling an estimated $7.43M and leaving 50,649 shares worth $6.95M. The position accounts for 0.14% of the portfolio, ranked #160.

Systematic Financial Management first reported a position in PHM in Q2 2018 and has held it in 28 quarters since. The position peaked at $18.7M in Q3 2024. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Systematic Financial Management held 50,649 shares of Pultegroup worth $6.95M as of Q2 2026.
  • Systematic Financial Management sold 61,200 Pultegroup shares in Q2 2026, an estimated $7.43M.
  • Pultegroup made up 0.14% of Systematic Financial Management's portfolio in Q2 2026, its #160 holding.
  • Systematic Financial Management first reported a position in Pultegroup in Q2 2018 and has held it in 28 quarters since.
  • Systematic Financial Management's Pultegroup position peaked at $18.7M in Q3 2024.
  • 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Systematic Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.