Third View Private Wealth
PHM icon

Third View Private Wealth’s Pultegroup PHM Stock Holding History

Third View Private Wealth’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 		$301K Buy
2,598
+359
+16% +$45.1K 0.04% 225
2026
Q2 		$307K Buy
2,239
+510
+29% +$61.9K 0.04% 246
2026
Q1 		$203K Buy
+1,729
New +$221K 0.03% 259

Other funds holding PHM

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Third View Private Wealth's PHM Position: Q3 2026 in Review

Third View Private Wealth increased its Pultegroup (PHM) stake by 16% in Q3 2026, buying an estimated $45.1K and bringing the position to 2,598 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #225.

Third View Private Wealth first reported a position in PHM in Q1 2026 and has held it in 3 quarters since. The position peaked at $307K in Q2 2026. 509 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Third View Private Wealth held 2,598 shares of Pultegroup worth $301K as of Q3 2026.
  • Third View Private Wealth bought 359 Pultegroup shares in Q3 2026, an estimated $45.1K.
  • Pultegroup made up 0.04% of Third View Private Wealth's portfolio in Q3 2026, its #225 holding.
  • Third View Private Wealth first reported a position in Pultegroup in Q1 2026 and has held it in 3 quarters since.
  • Third View Private Wealth's Pultegroup position peaked at $307K in Q2 2026.
  • 509 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.