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Colonial Trust Advisors

Position in PHM — Pultegroup Inc/Mi/

CIK 1567993 SPARTANBURG, SC

Position in PHM

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$23,462
+$22,618 QoQ
Shares Held
171
+2342.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#889
of 1,035 holders
Holding Since
Dec 2022
7 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, 2026

Colonial Trust Advisors holds $54,719 across 3 Residential Construction names. PHM ranks #2 (42.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PHM
Pultegroup Inc/Mi/
This page
171 $23,462

All Filings in PHM

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $23,462 171
2024-03-31 $844 7
2023-12-31 $5,780 56
2023-09-30 $4,146 56
2023-06-30 $5,204 67
2023-03-31 $3,904 67
2022-12-31 $3,369 74