Y-Intercept (HK)’s Pultegroup PHM Stock Holding History

Y-Intercept (HK)’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	$1.38M	Buy	+11,867	New	+$1.49M	0.03%	820
2026 Q2	–	Sell	-23,168	Closed	-$2.72M	–	2057
2026 Q1	$2.72M	Sell	23,168 -36,099	-61%	-$4.62M	0.05%	574
2025 Q4	$6.95M	Buy	+59,267	New	+$7.27M	0.16%	133
2025 Q1	–	Sell	-29,253	Closed	-$3.19M	–	1518
2024 Q4	$3.19M	Buy	+29,253	New	+$3.8M	0.21%	113
2024 Q3	–	Sell	-22,903	Closed	-$2.52M	–	1686
2024 Q2	$2.52M	Buy	+22,903	New	+$2.6M	0.14%	187
2023 Q4	–	Sell	-20,881	Closed	-$1.55M	–	1560
2023 Q3	$1.55M	Buy	+20,881	New	+$1.66M	0.15%	194
2022 Q3	–	Sell	-8,822	Closed	-$350K	–	1203
2022 Q2	$350K	Sell	8,822 -18,048	-67%	-$760K	0.05%	533
2022 Q1	$1.13M	Buy	+26,870	New	+$1.33M	0.26%	88
2021 Q4	–	Sell	-28,399	Closed	-$1.3M	–	811
2021 Q3	$1.3M	Buy	28,399 +23,309	+458%	+$1.21M	0.24%	131
2021 Q2	$278K	Buy	+5,090	New	+$285K	0.07%	429

Other funds holding PHM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Y-Intercept (HK)'s PHM Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Pultegroup (PHM) in Q3 2026: 11,867 shares worth $1.38M. The stake represents 0.03% of the portfolio and ranks #820 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in PHM as recently as Q1 2026.

Y-Intercept (HK) first reported a position in PHM in Q2 2021 and has held it in 10 quarters since. The position peaked at $6.95M in Q4 2025. 198 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

Y-Intercept (HK) held 11,867 shares of Pultegroup worth $1.38M as of Q3 2026.
Pultegroup was a new Y-Intercept (HK) position in Q3 2026.
Pultegroup made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #820 holding.
Y-Intercept (HK) first reported a position in Pultegroup in Q2 2021 and has held it in 10 quarters since.
Y-Intercept (HK)'s Pultegroup position peaked at $6.95M in Q4 2025.
198 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.