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BOLTON SECURITIES CORPORATION’s Pultegroup PHM Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025
Q1 		$6.25M Buy
+60,763
New +$6.56M 0.37% 58

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PHM Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Pultegroup (PHM) in Q1 2025: 60,763 shares worth $6.25M. The stake represents 0.37% of the portfolio and ranks #58 among its holdings.

964 funds tracked by Wall St. Rank hold PHM as of Q1 2025.

  • BOLTON SECURITIES CORPORATION held 60,763 shares of Pultegroup worth $6.25M as of Q1 2025.
  • Pultegroup was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
  • Pultegroup made up 0.37% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #58 holding.
  • 964 funds tracked by Wall St. Rank held Pultegroup as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.