Truist Financial
PHM icon

Truist Financial’s Pultegroup PHM Stock Holding History

Truist Financial’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
Q1 		$9.43M Sell
80,151
-1,672
-2% -$214K 0.01% 631
2025
Q4 		$9.59M Buy
81,823
+1,257
+2% +$154K 0.01% 616
2025
Q3 		$10.6M Buy
80,566
+4,047
+5% +$503K 0.01% 591
2025
Q2 		$8.07M Buy
76,519
+12,099
+19% +$1.22M 0.01% 657
2025
Q1 		$6.62M Sell
64,420
-51,153
-44% -$5.52M 0.01% 713
2024
Q4 		$12.6M Buy
115,573
+23,863
+26% +$3.1M 0.02% 510
2024
Q3 		$13.2M Sell
91,710
-234,413
-72% -$29.8M 0.02% 494
2024
Q2 		$35.9M Buy
326,123
+22,324
+7% +$2.53M 0.05% 286
2024
Q1 		$36.6M Buy
303,799
+112,580
+59% +$12.1M 0.06% 292
2023
Q4 		$19.7M Buy
191,219
+136,370
+249% +$11.6M 0.03% 410
2023
Q3 		$4.06M Sell
54,849
-1,769
-3% -$141K 0.01% 915
2023
Q2 		$4.4M Sell
56,618
-1,428
-2% -$96.8K 0.01% 882
2023
Q1 		$3.38M Sell
58,046
-11,286
-16% -$609K 0.01% 990
2022
Q4 		$3.16M Sell
69,332
-10,467
-13% -$441K 0.01% 1002
2022
Q3 		$2.99M Sell
79,799
-31,279
-28% -$1.32M 0.01% 984
2022
Q2 		$4.4M Buy
111,078
+23,481
+27% +$989K 0.01% 851
2022
Q1 		$3.67M Sell
87,597
-6,519
-7% -$323K 0.01% 1004
2021
Q4 		$5.38M Sell
94,116
-32,260
-26% -$1.65M 0.01% 861
2021
Q3 		$5.8M Sell
126,376
-7,591
-6% -$394K 0.01% 821
2021
Q2 		$7.31M Sell
133,967
-15,079
-10% -$843K 0.01% 745
2021
Q1 		$7.82M Sell
149,046
-6,876
-4% -$321K 0.01% 683
2020
Q4 		$6.72M Sell
155,922
-9,482
-6% -$420K 0.01% 721
2020
Q3 		$7.66M Sell
165,404
-6,196
-4% -$265K 0.02% 623
2020
Q2 		$5.84M Sell
171,600
-58,848
-26% -$1.77M 0.01% 687
2020
Q1 		$5.14M Sell
230,448
-13,172
-5% -$509K 0.01% 668
2019
Q4 		$9.45M Buy
243,620
+166,109
+214% +$6.45M 0.02% 593
2019
Q3 		$2.83M Sell
77,511
-4,708
-6% -$157K 0.05% 307
2019
Q2 		$2.6M Sell
82,219
-10,691
-12% -$334K 0.05% 314
2019
Q1 		$2.6M Sell
92,910
-9,819
-10% -$268K 0.05% 310
2018
Q4 		$2.67M Sell
102,729
-15,525
-13% -$384K 0.05% 290
2018
Q3 		$2.93M Sell
118,254
-20,057
-15% -$569K 0.05% 313
2018
Q2 		$3.98M Sell
138,311
-32,269
-19% -$971K 0.08% 266
2018
Q1 		$5.03M Sell
170,580
-48,659
-22% -$1.51M 0.1% 236
2017
Q4 		$7.29M Sell
219,239
-68,314
-24% -$2.12M 0.14% 184
2017
Q3 		$7.86M Sell
287,553
-164,963
-36% -$4.17M 0.15% 180
2017
Q2 		$11.1M Sell
452,516
-32,294
-7% -$754K 0.22% 124
2017
Q1 		$11.4M Buy
484,810
+21,203
+5% +$457K 0.23% 116
2016
Q4 		$8.52M Buy
463,607
+5,398
+1% +$103K 0.17% 156
2016
Q3 		$9.18M Buy
458,209
+28,767
+7% +$596K 0.19% 142
2016
Q2 		$8.37M Buy
429,442
+128,126
+43% +$2.38M 0.18% 147
2016
Q1 		$5.64M Buy
+301,316
New +$5.14M 0.15% 169

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Truist Financial's PHM Position: Q1 2026 in Review

Truist Financial reduced its Pultegroup (PHM) stake by 2% in Q1 2026, selling an estimated $214K and leaving 80,151 shares worth $9.43M. The position accounts for 0.01% of the portfolio, ranked #631.

Truist Financial first reported a position in PHM in Q1 2016 and has held it in 41 quarters since. The position peaked at $36.6M in Q1 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Truist Financial held 80,151 shares of Pultegroup worth $9.43M as of Q1 2026.
  • Truist Financial sold 1,672 Pultegroup shares in Q1 2026, an estimated $214K.
  • Pultegroup made up 0.01% of Truist Financial's portfolio in Q1 2026, its #631 holding.
  • Truist Financial first reported a position in Pultegroup in Q1 2016 and has held it in 41 quarters since.
  • Truist Financial's Pultegroup position peaked at $36.6M in Q1 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.