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OAKWORTH CAPITAL, INC.

Position in PHM — Pultegroup Inc/Mi/

CIK 1588871 BIRMINGHAM, AL

Position in PHM

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$63,802
+$9,114 QoQ
Shares Held
465
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#835
of 1,035 holders
Holding Since
Dec 2021
10 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

OAKWORTH CAPITAL, INC. holds $199,433 across 4 Residential Construction names. PHM ranks #2 (32.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PHM
Pultegroup Inc/Mi/
This page
465 $63,802

All Filings in PHM

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $63,802 465
2026-03-31 $54,688 465
2025-12-31 $54,525 465
2025-09-30 $61,440 465
2025-06-30 $49,038 465
2025-03-31 $54,381 529
2024-12-31 $51,727 475
2024-09-30 $9,185 64
2024-06-30 $5,725 52
2021-12-31 $80,309 1,405