Position in PHM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,261,783
+$180,124 QoQ
Shares Held
9,196
-0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#421
of 1,035 holders
Holding Since
Mar 2020
26 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, 2026Allworth Financial LP holds $6,340,750 across 18 Residential Construction names. PHM ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
14,288 | $2,327,229 | |
| 2 | PHM |
Pultegroup Inc/Mi/
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|
9,196 | $1,261,783 | |
| 3 | LEN |
Lennar Corp /New/
|
10,247 | $926,936 | |
| 4 | NVR |
Nvr Inc
|
120 | $817,607 | |
| 5 | TOL |
Toll Brothers, Inc.
|
2,800 | $461,300 | |
| 6 | KBH |
Kb Home
|
2,482 | $155,348 | |
| 7 | MTH |
Meritage Homes CORP
|
1,636 | $137,178 | |
| 8 | LGIH |
LGI Homes, Inc.
|
878 | $55,911 |
All Filings in PHM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,261,783 | 9,196 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,081,659 | 9,197 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,049,946 | 8,954 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,193,266 | 9,031 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $928,469 | 8,804 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $252,579 | 2,457 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $273,230 | 2,509 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $191,612 | 1,335 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $162,617 | 1,477 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $157,529 | 1,306 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $125,928 | 1,220 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $87,896 | 1,187 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $90,186 | 1,161 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $67,837 | 1,164 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $51,039 | 1,121 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $89,812 | 2,395 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,530 | 619 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $25,433 | 607 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $53,616 | 938 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $41,465 | 903 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $30,668 | 562 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $29,471 | 562 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $24,233 | 562 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $4,119 | 89 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,028 | 89 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $2,611 | 117 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||