Grove Bank & Trust

Bank

Position in PHM — Pultegroup Inc/Mi/

CIK 1662212 Miami, FL

Position in PHM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$72,172

-$23,915 QoQ

Shares Held

526

-35.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#826

of 1,033 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Consumer Cyclical · as of Jun 30, 2026

Grove Bank & Trust holds $532,888 across 4 Residential Construction names. PHM ranks #2 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/	4,300	$389,107
2	PHM	Pultegroup Inc/Mi/ This page	526	$72,172
3	DHI	Horton D R Inc /De/	433	$70,527
4	LGIH	LGI Homes, Inc.	17	$1,082

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,172	526	-35.6%	Shares	Sole	2026-07-07
2026-03-31	$96,087	817	+1.9%	Shares	Sole	2026-04-08
2025-12-31	$94,042	802	+6.4%	Shares	Sole	2026-01-08
2025-09-30	$99,626	754	0.0%	Shares	Sole	2025-10-06
2025-06-30	$79,516	754	-0.8%	Shares	Sole	2025-07-11
2025-03-31	$78,128	760	+46.2%	Shares	Sole	2025-04-17
2024-12-31	$56,628	520	+12.3%	Shares	Sole	2025-01-16
2024-09-30	$66,454	463	+18.4%	Shares	Sole	2024-10-11
2024-06-30	$43,049	391	-7.1%	Shares	Sole	2024-07-24
2024-03-31	$50,781	421	0.0%	Shares	Sole	2024-04-30
2023-12-31	$43,455	421	+2.7%	Shares	Sole	2024-01-30
2023-09-30	$30,360	410	0.0%	Shares	Sole	2023-10-30
2023-06-30	$31,848	410	+98.1%	Shares	Sole	2023-07-27
2023-03-31	$12,063	207	+59.2%	Shares	Sole	2023-05-10
2022-12-31	$5,918	130	—	Shares	Sole	2023-02-03
No filing history on record for this holder in this stock.