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Toth Financial Advisory’s Pultegroup PHM Stock Holding History

Toth Financial Advisory’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 		$1.16K Buy
+10
New +$1.26K ﹤0.01% 916
2021
Q2 		– Sell
-4,725
Closed -$248K – 727
2021
Q1 		$248K Buy
+4,725
New +$221K 0.04% 191
2020
Q4 		– Sell
-9,325
Closed -$432K – 622
2020
Q3 		$432K Buy
+9,325
New +$399K 0.08% 140

Other funds holding PHM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Toth Financial Advisory's PHM Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Pultegroup (PHM) in Q3 2026: 10 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #916 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in PHM as recently as Q1 2021.

Toth Financial Advisory first reported a position in PHM in Q3 2020 and has held it in 3 quarters since. The position peaked at $432K in Q3 2020. 38 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • Toth Financial Advisory held 10 shares of Pultegroup worth $1.16K as of Q3 2026.
  • Pultegroup was a new Toth Financial Advisory position in Q3 2026.
  • Pultegroup made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #916 holding.
  • Toth Financial Advisory first reported a position in Pultegroup in Q3 2020 and has held it in 3 quarters since.
  • Toth Financial Advisory's Pultegroup position peaked at $432K in Q3 2020.
  • 38 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.