Transamerica Financial Advisors’s Pultegroup PHM Stock Holding History

Transamerica Financial Advisors’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	$166K	Buy	1,205 +109	+10%	+$13.2K	0.01%	462
2026 Q1	$129K	Buy	1,096 +673	+159%	+$86.2K	0.01%	475
2025 Q4	$49.7K	Buy	423 +179	+73%	+$22K	﹤0.01%	550
2025 Q3	$32.3K	Buy	+244	New	+$30.3K	﹤0.01%	533
2024 Q3	–	Sell	-1	Closed	-$1K	–	644
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	499
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	544
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	543
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	566
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	537
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	519
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	596
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	563
2022 Q2	$1K	Buy	+1	New	+$42	﹤0.01%	576
2016 Q2	–	Sell	-500	Closed	-$10K	–	622
2016 Q1	$10K	Hold	500	–	–	﹤0.01%	554
2015 Q4	$9K	Sell	500 -250	-33%	-$4.66K	﹤0.01%	616
2015 Q3	$15K	Hold	750	–	–	﹤0.01%	532
2015 Q2	$16K	Hold	750	–	–	﹤0.01%	580
2015 Q1	$17K	Sell	750 -38	-5%	-$828	﹤0.01%	564
2014 Q4	$17K	Buy	788 +38	+5%	+$758	﹤0.01%	451
2014 Q3	$14K	Hold	750	–	–	﹤0.01%	440
2014 Q2	$16K	Hold	750	–	–	﹤0.01%	458
2014 Q1	$15K	Hold	750	–	–	﹤0.01%	435
2013 Q4	$16K	Hold	750	–	–	﹤0.01%	429
2013 Q3	$13K	Hold	750	–	–	﹤0.01%	417
2013 Q2	$15K	Buy	+750	New	+$15.6K	﹤0.01%	382

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Transamerica Financial Advisors's PHM Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Pultegroup (PHM) stake by 9.9% in Q2 2026, buying an estimated $13.2K and bringing the position to 1,205 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #462.

Transamerica Financial Advisors first reported a position in PHM in Q2 2013 and has held it in 25 quarters since. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Transamerica Financial Advisors held 1,205 shares of Pultegroup worth $166K as of Q2 2026.
Transamerica Financial Advisors bought 109 Pultegroup shares in Q2 2026, an estimated $13.2K.
Pultegroup made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #462 holding.
Transamerica Financial Advisors first reported a position in Pultegroup in Q2 2013 and has held it in 25 quarters since.
1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.