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Wayfinding Financial’s Pultegroup PHM Stock Holding History

Wayfinding 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 		$253K Buy
2,149
+310
+17% +$39.7K 0.11% 127
2025
Q4 		$216K Buy
1,839
+191
+12% +$23.4K 0.09% 144
2025
Q3 		$218K Buy
+1,648
New +$205K 0.09% 145
2025
Q2 		– Sell
-1,629
Closed -$167K – 561
2025
Q1 		$167K Sell
1,629
-899
-36% -$97.1K 0.07% 159
2024
Q4 		$275K Buy
+2,528
New +$328K 0.15% 98
2024
Q3 		– Sell
-2,317
Closed -$255K – 107
2024
Q2 		$255K Buy
+2,317
New +$263K 0.14% 99

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

Wayfinding Financial's PHM Position: Q1 2026 in Review

Wayfinding Financial increased its Pultegroup (PHM) stake by 17% in Q1 2026, buying an estimated $39.7K and bringing the position to 2,149 shares worth $253K. The position accounts for 0.11% of the portfolio, ranked #127.

Wayfinding Financial first reported a position in PHM in Q2 2024 and has held it in 6 quarters since. The position peaked at $275K in Q4 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Wayfinding Financial held 2,149 shares of Pultegroup worth $253K as of Q1 2026.
  • Wayfinding Financial bought 310 Pultegroup shares in Q1 2026, an estimated $39.7K.
  • Pultegroup made up 0.11% of Wayfinding Financial's portfolio in Q1 2026, its #127 holding.
  • Wayfinding Financial first reported a position in Pultegroup in Q2 2024 and has held it in 6 quarters since.
  • Wayfinding Financial's Pultegroup position peaked at $275K in Q4 2024.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.