Trust Company of Oklahoma’s Pultegroup PHM Stock Holding History

Trust Company of Oklahoma’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
2025 Q2	–	Sell	-2,546	Closed	-$262K	–	144
2025 Q1	$262K	Hold	2,546	–	–	0.09%	111
2024 Q4	$277K	Buy	+2,546	New	+$331K	0.09%	111

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Trust Company of Oklahoma's PHM Position: Q2 2025 in Review

Trust Company of Oklahoma sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 2,546 shares — an estimated $262K sold.

Trust Company of Oklahoma first reported a position in PHM in Q4 2024 and held it in 2 quarters. The position peaked at $277K in Q4 2024. 945 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Trust Company of Oklahoma reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
Trust Company of Oklahoma sold 2,546 Pultegroup shares in Q2 2025, an estimated $262K.
Trust Company of Oklahoma first reported a position in Pultegroup in Q4 2024 and held it in 2 quarters.
Trust Company of Oklahoma's Pultegroup position peaked at $277K in Q4 2024.
945 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Trust Company of Oklahoma's 13F filing for Q2 2025, filed 7 Jul 2025.