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KESTRA PRIVATE WEALTH SERVICES, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1649451 AUSTIN, TX

Position in PHM

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$405,043
-$525,722 QoQ
Shares Held
2,952
-62.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#633
of 1,035 holders
Holding Since
Sep 2020
23 quarters on record

Common Shares in PHM Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $2,701,882 across 3 Residential Construction names. PHM ranks #2 (15.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PHM
Pultegroup Inc/Mi/
This page
2,952 $405,043

All Filings in PHM

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $405,043 2,952
2026-03-31 $930,765 7,914
2025-12-31 $948,516 8,089
2025-09-30 $391,104 2,960
2025-06-30 $335,890 3,185
2025-03-31 $371,724 3,616
2024-12-31 $393,782 3,616
2024-09-30 $388,966 2,710
2024-06-30 $360,907 3,278
2024-03-31 $867,619 7,193
2023-12-31 $739,364 7,163
2023-09-30 $250,511 3,383
2023-06-30 $257,198 3,311
2022-12-31 $386,230 8,483
2022-09-30 $223,612 5,963
2022-06-30 $236,472 5,967
2022-03-31 $250,478 5,978
2021-12-31 $382,000 6,683
2021-09-30 $265,555 5,783
2021-06-30 $357,597 6,553
2021-03-31 $315,479 6,016
2020-12-31 $228,104 5,290
2020-09-30 $239,921 5,183