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TFB Advisors’s Pultegroup PHM Stock Holding History

TFB 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
Q1 		$358K Sell
3,042
-1,559
-34% -$200K 0.19% 124
2025
Q4 		$540K Buy
4,601
+132
+3% +$16.2K 0.15% 149
2025
Q3 		$558K Sell
4,469
-2,793
-38% -$347K 0.16% 147
2025
Q2 		$766K Buy
7,262
+715
+11% +$72K 0.2% 120
2025
Q1 		$673K Sell
6,547
-19
-0.3% -$2.05K 0.19% 128
2024
Q4 		$715K Buy
6,566
+10
+0.2% +$1.3K 0.2% 107
2024
Q3 		$941K Sell
6,556
-174
-3% -$22.1K 0.28% 79
2024
Q2 		$741K Buy
6,730
+811
+14% +$92.1K 0.24% 94
2024
Q1 		$662K Buy
5,919
+3,008
+103% +$323K 0.24% 94
2023
Q4 		$300K Buy
+2,911
New +$247K 0.15% 124
2023
Q3 		– Sell
-3,186
Closed -$247K – 196
2023
Q2 		$247K Buy
+3,186
New +$216K 0.11% 199

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 $8.66B AUM 17.37% 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

TFB Advisors's PHM Position: Q1 2026 in Review

TFB Advisors reduced its Pultegroup (PHM) stake by 34% in Q1 2026, selling an estimated $200K and leaving 3,042 shares worth $358K. The position accounts for 0.19% of the portfolio, ranked #124.

TFB Advisors first reported a position in PHM in Q2 2023 and has held it in 11 quarters since. The position peaked at $941K in Q3 2024. 1,029 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • TFB Advisors held 3,042 shares of Pultegroup worth $358K as of Q1 2026.
  • TFB Advisors sold 1,559 Pultegroup shares in Q1 2026, an estimated $200K.
  • Pultegroup made up 0.19% of TFB Advisors's portfolio in Q1 2026, its #124 holding.
  • TFB Advisors first reported a position in Pultegroup in Q2 2023 and has held it in 11 quarters since.
  • TFB Advisors's Pultegroup position peaked at $941K in Q3 2024.
  • 1,029 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.