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Baird Financial Group, Inc.

Position in PHM — Pultegroup Inc/Mi/

CIK 1648711 MILWAUKEE, WI

Position in PHM

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$1,640,423
-$95,024 QoQ
Shares Held
13,948
-5.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 89% Shared 0% None 11%

Common Shares in PHM Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Mar 31, 2026

Baird Financial Group, Inc. holds $28,903,820 across 8 Residential Construction names. PHM ranks #4 (5.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 PHM
Pultegroup Inc/Mi/
This page
13,948 $1,640,423

All Filings in PHM

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,640,423 13,948
2025-12-31 $1,735,447 14,800
2025-09-30 $3,667,796 27,759
2025-06-30 $3,064,667 29,060
2025-03-31 $2,764,908 26,896
2024-12-31 $3,394,412 31,170
2024-09-30 $4,431,774 30,877
2024-06-30 $3,554,137 32,281
2024-03-31 $9,441,167 78,272
2023-12-31 $1,673,505 16,213
2023-09-30 $1,270,326 17,155
2023-06-30 $913,437 11,759
2023-03-31 $698,775 11,990
2022-12-31 $566,483 12,442
2022-09-30 $491,812 13,115
2022-06-30 $800,644 20,203
2022-03-31 $598,708 14,289
2021-12-31 $1,104,788 19,328
2021-09-30 $458,877 9,993
2021-06-30 $588,100 10,777
2021-03-31 $674,325 12,859
2020-12-31 $507,220 11,763
2020-09-30 $524,789 11,337
2020-06-30 $385,696 11,334
2020-03-31 $505,614 22,653