Position in PHM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$291,022
+$41,572 QoQ
Shares Held
2,121
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#694
of 1,035 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026AMG National Trust Bank holds $1,731,042 across 2 Residential Construction names. PHM ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
8,841 | $1,440,020 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
2,121 | $291,022 |
All Filings in PHM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,022 | 2,121 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $249,450 | 2,121 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $248,708 | 2,121 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $280,247 | 2,121 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $223,680 | 2,121 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $218,038 | 2,121 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $230,976 | 2,121 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $304,427 | 2,121 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $233,522 | 2,121 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $255,835 | 2,121 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $218,929 | 2,121 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||