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Talon Private Wealth’s Pultegroup PHM Stock Holding History

Talon Private 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
2026
Q1 		$606K Buy
+5,156
New +$660K 0.08% 138
2025
Q2 		$32.3K Buy
+306
New +$30.8K ﹤0.01% 218
2025
Q1 		– Sell
-99
Closed -$10.8K – 268
2024
Q4 		$10.8K Buy
99
+2
+2% +$260 ﹤0.01% 218
2024
Q3 		$13.9K Buy
+97
New +$12.3K ﹤0.01% 149

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

Talon Private Wealth's PHM Position: Q1 2026 in Review

Talon Private Wealth opened a new position in Pultegroup (PHM) in Q1 2026: 5,156 shares worth $606K. The stake represents 0.08% of the portfolio and ranks #138 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in PHM as recently as Q2 2025.

Talon Private Wealth first reported a position in PHM in Q3 2024 and has held it in 4 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Talon Private Wealth held 5,156 shares of Pultegroup worth $606K as of Q1 2026.
  • Pultegroup was a new Talon Private Wealth position in Q1 2026.
  • Pultegroup made up 0.08% of Talon Private Wealth's portfolio in Q1 2026, its #138 holding.
  • Talon Private Wealth first reported a position in Pultegroup in Q3 2024 and has held it in 4 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.