Tectonic Advisors’s Pultegroup PHM Stock Holding History

Tectonic Advisors’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 Q3	$571K	Buy	4,924 +532	+12%	+$66.9K	0.03%	245
2026 Q2	$603K	Buy	4,392 +11	+0.3%	+$1.34K	0.03%	238
2026 Q1	$515K	Buy	4,381 +30	+0.7%	+$3.84K	0.03%	240
2025 Q4	$510K	Buy	4,351 +386	+10%	+$47.3K	0.03%	256
2025 Q3	$524K	Sell	3,965 -13	-0.3%	-$1.62K	0.03%	257
2025 Q2	$420K	Buy	3,978 +498	+14%	+$50.2K	0.02%	279
2025 Q1	$358K	Sell	3,480 -198	-5%	-$21.4K	0.02%	283
2024 Q4	$401K	Sell	3,678 -23	-0.6%	-$2.99K	0.03%	275
2024 Q3	$531K	Buy	3,701 +59	+2%	+$7.5K	0.03%	223
2024 Q2	$401K	Sell	3,642 -302	-8%	-$34.3K	0.03%	253
2024 Q1	$476K	Buy	3,944 +199	+5%	+$21.4K	0.04%	219
2023 Q4	$387K	Buy	3,745 +42	+1%	+$3.57K	0.03%	225
2023 Q3	$274K	Buy	+3,703	New	+$295K	0.03%	250

Other funds holding PHM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Tectonic Advisors's PHM Position: Q3 2026 in Review

Tectonic Advisors increased its Pultegroup (PHM) stake by 12% in Q3 2026, buying an estimated $66.9K and bringing the position to 4,924 shares worth $571K. The position accounts for 0.03% of the portfolio, ranked #245.

Tectonic Advisors first reported a position in PHM in Q3 2023 and has held it in 13 quarters since. The position peaked at $603K in Q2 2026. 210 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

Tectonic Advisors held 4,924 shares of Pultegroup worth $571K as of Q3 2026.
Tectonic Advisors bought 532 Pultegroup shares in Q3 2026, an estimated $66.9K.
Pultegroup made up 0.03% of Tectonic Advisors's portfolio in Q3 2026, its #245 holding.
Tectonic Advisors first reported a position in Pultegroup in Q3 2023 and has held it in 13 quarters since.
Tectonic Advisors's Pultegroup position peaked at $603K in Q2 2026.
210 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Tectonic Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.