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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TFC Financial Management's PHM Position: Q2 2026 in Review

TFC Financial Management increased its Pultegroup (PHM) stake by 88% in Q2 2026, buying an estimated $850 and bringing the position to 15 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

TFC Financial Management first reported a position in PHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.1K in Q3 2025. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • TFC Financial Management held 15 shares of Pultegroup worth $2.06K as of Q2 2026.
  • TFC Financial Management bought 7 Pultegroup shares in Q2 2026, an estimated $850.
  • Pultegroup made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #568 holding.
  • TFC Financial Management first reported a position in Pultegroup in Q2 2023 and has held it in 13 quarters since.
  • TFC Financial Management's Pultegroup position peaked at $4.1K in Q3 2025.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.