Transamerica Financial Advisors, LLC
Position in PHM — Pultegroup Inc/Mi/
CIK 1502149
CEDAR RAPIDS, IA
Position in PHM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$165,338
+$36,438 QoQ
Shares Held
1,205
+9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#787
of 1,035 holders
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $540,259 across 15 Residential Construction names. PHM ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
1,205 | $165,338 | |
| 2 | LEN |
Lennar Corp /New/
|
1,272 | $114,975 | |
| 3 | DHI |
Horton D R Inc /De/
|
650 | $105,872 | |
| 4 | NVR |
Nvr Inc
|
12 | $81,760 | |
| 5 | IBP |
Installed Building Products, Inc.
|
93 | $21,375 | |
| 6 | GRBK |
Green Brick Partners, Inc.
|
244 | $19,529 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
26 | $15,973 | |
| 8 | MHO |
M/I Homes, Inc.
|
42 | $6,753 |
All Filings in PHM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,338 | 1,205 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $128,900 | 1,096 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,600 | 423 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $32,239 | 244 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $1 | 1 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1 | 1 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1 | 1 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1 | 1 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1 | 1 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1 | 1 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $37 | 1 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $39 | 1 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||