Yorktown Management & Research Company’s Pultegroup PHM Stock Holding History

Yorktown Management & Research 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	$549K	Hold	4,000	–	–	0.34%	110
2026 Q1	$470K	Hold	4,000	–	–	0.39%	86
2025 Q4	$469K	Hold	4,000	–	–	0.38%	101
2025 Q3	$529K	Hold	4,000	–	–	0.42%	81
2025 Q2	$422K	Hold	4,000	–	–	0.4%	104
2025 Q1	$411K	Hold	4,000	–	–	0.45%	89
2024 Q4	$436K	Hold	4,000	–	–	0.42%	105
2024 Q3	$574K	Hold	4,000	–	–	0.59%	59
2024 Q2	$440K	Hold	4,000	–	–	0.47%	80
2024 Q1	$482K	Hold	4,000	–	–	0.46%	70
2023 Q4	$413K	Hold	4,000	–	–	0.43%	89
2023 Q3	$296K	Sell	4,000 -5,100	-56%	-$407K	0.33%	150
2023 Q2	$707K	Hold	9,100	–	–	0.76%	25
2023 Q1	$530K	Hold	9,100	–	–	0.57%	55
2022 Q4	$414K	Hold	9,100	–	–	0.51%	80
2022 Q3	$341K	Hold	9,100	–	–	0.44%	87
2022 Q2	$361K	Hold	9,100	–	–	0.47%	95
2022 Q1	$381K	Hold	9,100	–	–	0.32%	127
2021 Q4	$520K	Hold	9,100	–	–	0.35%	117
2021 Q3	$418K	Hold	9,100	–	–	0.31%	131
2021 Q2	$497K	Sell	9,100 -6,300	-41%	-$352K	0.39%	95
2021 Q1	$808K	Hold	15,400	–	–	0.67%	32
2020 Q4	$664K	Hold	15,400	–	–	0.6%	37
2020 Q3	$713K	Hold	15,400	–	–	0.67%	23
2020 Q2	$524K	Buy	+15,400	New	+$462K	0.47%	41

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

Yorktown Management & Research Company's PHM Position: Q2 2026 in Review

Yorktown Management & Research Company held its Pultegroup (PHM) position steady in Q2 2026 at 4,000 shares worth $549K. The position accounts for 0.34% of the portfolio, ranked #110.

Yorktown Management & Research Company first reported a position in PHM in Q2 2020 and has held it in 25 quarters since. The position peaked at $808K in Q1 2021. 574 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Yorktown Management & Research Company held 4,000 shares of Pultegroup worth $549K as of Q2 2026.
Yorktown Management & Research Company left its Pultegroup share count unchanged in Q2 2026.
Pultegroup made up 0.34% of Yorktown Management & Research Company's portfolio in Q2 2026, its #110 holding.
Yorktown Management & Research Company first reported a position in Pultegroup in Q2 2020 and has held it in 25 quarters since.
Yorktown Management & Research Company's Pultegroup position peaked at $808K in Q1 2021.
574 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.