Position in PHM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$52,678,348
-$7,758,607 QoQ
Shares Held
383,925
-25.3% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#70
of 1,041 holders
Holding Since
Dec 2022
12 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, 2026Vest Financial, LLC holds $67,810,359 across 4 Residential Construction names. PHM ranks #1 (77.7% of the industry book) .
All Filings in PHM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,678,348 | 383,925 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $60,436,955 | 513,876 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $54,545,833 | 465,170 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $54,887,461 | 415,405 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $38,526,330 | 365,317 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $32,147,923 | 312,723 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,413,115 | 22,159 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $1,503,763 | 10,477 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $1,103,091 | 10,019 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $918,762 | 7,617 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $236,683 | 2,293 | Shares | Defined | 2024-01-11 | |
| 2022-12-31 | $373,027 | 8,193 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||