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Evelyn Partners Group Ltd’s Pultegroup PHM Stock Holding History

Evelyn Partners Group Ltd’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 		$21.1K Buy
+154
New +$18.7K ﹤0.01% 436

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Massachusetts Financial Services
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Bank of New York Mellon
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Evelyn Partners Group Ltd's PHM Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Pultegroup (PHM) in Q2 2026: 154 shares worth $21.1K. The stake represents ﹤0.01% of the portfolio and ranks #436 among its holdings.

574 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Evelyn Partners Group Ltd held 154 shares of Pultegroup worth $21.1K as of Q2 2026.
  • Pultegroup was a new Evelyn Partners Group Ltd position in Q2 2026.
  • Pultegroup made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #436 holding.
  • 574 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.