James T. Borello RIA
PHM icon

James T. Borello RIA’s Pultegroup PHM Stock Holding History

James T. Borello RIA’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
Q3 		$2.32K Buy
20
+2
+11% +$251 ﹤0.01% 899
2026
Q2 		$2.47K Sell
18
-168
-90% -$20.4K ﹤0.01% 917
2026
Q1 		$21.9K Buy
186
+177
+1,967% +$22.7K 0.01% 352
2025
Q4 		$1.06K Sell
9
-25
-74% -$3.07K ﹤0.01% 868
2025
Q3 		$4.49K Buy
+34
New +$4.22K ﹤0.01% 485

Other funds holding PHM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

James T. Borello RIA's PHM Position: Q3 2026 in Review

James T. Borello RIA increased its Pultegroup (PHM) stake by 11% in Q3 2026, buying an estimated $251 and bringing the position to 20 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

James T. Borello RIA first reported a position in PHM in Q3 2025 and has held it in 5 quarters since. The position peaked at $21.9K in Q1 2026. 210 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • James T. Borello RIA held 20 shares of Pultegroup worth $2.32K as of Q3 2026.
  • James T. Borello RIA bought 2 Pultegroup shares in Q3 2026, an estimated $251.
  • Pultegroup made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #899 holding.
  • James T. Borello RIA first reported a position in Pultegroup in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Pultegroup position peaked at $21.9K in Q1 2026.
  • 210 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.