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TFC Financial Management’s Pultegroup PHM Stock Holding History

TFC 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
Q1 		$941 Sell
8
-23
-74% -$2.95K ﹤0.01% 617
2025
Q4 		$3.64K Hold
31
– – ﹤0.01% 474
2025
Q3 		$4.1K Hold
31
– – ﹤0.01% 473
2025
Q2 		$3.27K Buy
31
+22
+244% +$2.22K ﹤0.01% 459
2025
Q1 		$926 Sell
9
-8
-47% -$864 ﹤0.01% 568
2024
Q4 		$1.85K Hold
17
– – ﹤0.01% 509
2024
Q3 		$2.44K Buy
17
+2
+13% +$254 ﹤0.01% 484
2024
Q2 		$1.65K Buy
15
+6
+67% +$681 ﹤0.01% 505
2024
Q1 		$1.09K Buy
9
+1
+13% +$107 ﹤0.01% 541
2023
Q4 		$826 Hold
8
– – ﹤0.01% 537
2023
Q3 		$593 Hold
8
– – ﹤0.01% 587
2023
Q2 		$622 Buy
+8
New +$542 ﹤0.01% 560

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

TFC Financial Management's PHM Position: Q1 2026 in Review

TFC Financial Management reduced its Pultegroup (PHM) stake by 74% in Q1 2026, selling an estimated $2.95K and leaving 8 shares worth $941. The position accounts for ﹤0.01% of the portfolio, ranked #617.

TFC Financial Management first reported a position in PHM in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.1K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • TFC Financial Management held 8 shares of Pultegroup worth $941 as of Q1 2026.
  • TFC Financial Management sold 23 Pultegroup shares in Q1 2026, an estimated $2.95K.
  • Pultegroup made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #617 holding.
  • TFC Financial Management first reported a position in Pultegroup in Q2 2023 and has held it in 12 quarters since.
  • TFC Financial Management's Pultegroup position peaked at $4.1K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.