UB
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Umpqua Bank’s Pultegroup PHM Stock Holding History

Umpqua 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 		$510K Sell
3,719
-338
-8% -$41K 0.11% 120
2026
Q1 		$477K Buy
4,057
+1
+0% +$128 0.14% 117
2025
Q4 		$476K Buy
4,056
+64
+2% +$7.85K 0.13% 114
2025
Q3 		$498K Buy
3,992
+363
+10% +$45.1K 0.14% 113
2025
Q2 		$395K Buy
3,629
+585
+19% +$58.9K 0.12% 125
2025
Q1 		$313K Buy
+3,044
New +$329K 0.11% 125

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

Umpqua Bank's PHM Position: Q2 2026 in Review

Umpqua Bank reduced its Pultegroup (PHM) stake by 8.3% in Q2 2026, selling an estimated $41K and leaving 3,719 shares worth $510K. The position accounts for 0.11% of the portfolio, ranked #120.

Umpqua Bank first reported a position in PHM in Q1 2025 and has held it in 6 quarters since. 1,025 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Umpqua Bank held 3,719 shares of Pultegroup worth $510K as of Q2 2026.
  • Umpqua Bank sold 338 Pultegroup shares in Q2 2026, an estimated $41K.
  • Pultegroup made up 0.11% of Umpqua Bank's portfolio in Q2 2026, its #120 holding.
  • Umpqua Bank first reported a position in Pultegroup in Q1 2025 and has held it in 6 quarters since.
  • 1,025 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.