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RFG Advisory, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1633387 BIRMINGHAM, AL

Position in PHM

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$487,095
-$761,687 QoQ
Shares Held
3,550
-66.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#595
of 1,035 holders
Holding Since
Jun 2022
15 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, 2026

RFG Advisory, LLC holds $1,114,150 across 3 Residential Construction names. PHM ranks #1 (43.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHM
Pultegroup Inc/Mi/
This page
3,550 $487,095

All Filings in PHM

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $487,095 3,550
2026-03-31 $1,248,782 10,618
2025-12-31 $1,261,717 10,760
2025-09-30 $1,424,889 10,784
2025-06-30 $2,717,704 25,770
2025-03-31 $2,471,620 24,043
2024-12-31 $234,461 2,153
2024-09-30 $211,850 1,476
2024-06-30 $304,646 2,767
2024-03-31 $347,144 2,878
2023-12-31 $306,666 2,971
2023-09-30 $253,028 3,417
2023-06-30 $330,062 4,249
2022-09-30 $210,562 5,615
2022-06-30 $349,338 8,815