WhitTier Trust Company’s Pultegroup PHM Stock Holding History

WhitTier Trust Company’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	$195K	Hold	1,500	–	–	﹤0.01%	522
2026 Q1	$180K	Hold	1,500	–	–	﹤0.01%	513
2025 Q4	$182K	Buy	+1,500	New	+$184K	﹤0.01%	496
2022 Q4	–	Sell	-13	Closed	–	–	1206
2022 Q3	$0	Hold	13	–	–	﹤0.01%	1158
2022 Q2	$1K	Buy	+13	New	+$548	﹤0.01%	1102

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WhitTier Trust Company's PHM Position: Q2 2026 in Review

WhitTier Trust Company held its Pultegroup (PHM) position steady in Q2 2026 at 1,500 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

WhitTier Trust Company first reported a position in PHM in Q2 2022 and has held it in 5 quarters since. 574 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

WhitTier Trust Company held 1,500 shares of Pultegroup worth $195K as of Q2 2026.
WhitTier Trust Company left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #522 holding.
WhitTier Trust Company first reported a position in Pultegroup in Q2 2022 and has held it in 5 quarters since.
574 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.