TFC Financial Management
PHM icon

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
Q3 		$1.74K Hold
15
– – ﹤0.01% 593
2026
Q2 		$2.06K Buy
15
+7
+88% +$850 ﹤0.01% 568
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

Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

TFC Financial Management's PHM Position: Q3 2026 in Review

TFC Financial Management held its Pultegroup (PHM) position steady in Q3 2026 at 15 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

TFC Financial Management first reported a position in PHM in Q2 2023 and has held it in 14 quarters since. The position peaked at $4.1K in Q3 2025. 854 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • TFC Financial Management held 15 shares of Pultegroup worth $1.74K as of Q3 2026.
  • TFC Financial Management left its Pultegroup share count unchanged in Q3 2026.
  • Pultegroup made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #593 holding.
  • TFC Financial Management first reported a position in Pultegroup in Q2 2023 and has held it in 14 quarters since.
  • TFC Financial Management's Pultegroup position peaked at $4.1K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.