UB
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UMB Bank’s Pultegroup PHM Stock Holding History

UMB Bank’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 		$1.51M Sell
11,004
-45
-0.4% -$5.46K 0.02% 304
2026
Q1 		$1.3M Sell
11,049
-114
-1% -$14.6K 0.02% 324
2025
Q4 		$1.31M Buy
11,163
+50
+0.4% +$6.13K 0.02% 317
2025
Q3 		$1.47M Sell
11,113
-48
-0.4% -$5.96K 0.02% 277
2025
Q2 		$1.18M Sell
11,161
-282
-2% -$28.4K 0.02% 301
2025
Q1 		$1.18M Buy
11,443
+182
+2% +$19.7K 0.02% 302
2024
Q4 		$1.23M Buy
11,261
+81
+0.7% +$10.5K 0.02% 291
2024
Q3 		$1.6M Buy
11,180
+333
+3% +$42.3K 0.03% 271
2024
Q2 		$1.19M Buy
10,847
+506
+5% +$57.5K 0.02% 295
2024
Q1 		$1.25M Buy
10,341
+6
+0.1% +$644 0.02% 299
2023
Q4 		$1.07M Sell
10,335
-26
-0.3% -$2.21K 0.02% 322
2023
Q3 		$767K Hold
10,361
– – 0.01% 357
2023
Q2 		$805K Hold
10,361
– – 0.01% 360
2023
Q1 		$604K Hold
10,361
– – 0.01% 390
2022
Q4 		$472K Sell
10,361
-72
-0.7% -$3.03K 0.01% 423
2022
Q3 		$391K Buy
10,433
+26
+0.2% +$1.09K 0.01% 473
2022
Q2 		$412K Buy
10,407
+72
+0.7% +$3.03K 0.01% 495
2022
Q1 		$434K Hold
10,335
– – 0.01% 499
2021
Q4 		$591K Buy
+10,335
New +$530K 0.01% 459

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UMB Bank's PHM Position: Q2 2026 in Review

UMB Bank reduced its Pultegroup (PHM) stake by 0.41% in Q2 2026, selling an estimated $5.46K and leaving 11,004 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #304.

UMB Bank first reported a position in PHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.6M in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • UMB Bank held 11,004 shares of Pultegroup worth $1.51M as of Q2 2026.
  • UMB Bank sold 45 Pultegroup shares in Q2 2026, an estimated $5.46K.
  • Pultegroup made up 0.02% of UMB Bank's portfolio in Q2 2026, its #304 holding.
  • UMB Bank first reported a position in Pultegroup in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Pultegroup position peaked at $1.6M in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.