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Security National Bank

Bank

Position in PHM — Pultegroup Inc/Mi/

CIK 1719739 OMAHA, NE

Position in PHM

as of Mar 31, 2026 · filed Apr 16, 2026
Position Value
$28,579
-$8,592 QoQ
Shares Held
243
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in PHM Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Mar 31, 2026

Security National Bank holds $13,636,273 across 3 Residential Construction names. PHM ranks #3 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PHM
Pultegroup Inc/Mi/
This page
243 $28,579

All Filings in PHM

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $28,579 243
2025-12-31 $37,171 317
2025-09-30 $41,885 317
2025-06-30 $41,129 390
2025-03-31 $40,092 390
2024-12-31 $42,471 390
2024-09-30 $55,976 390
2024-06-30 $42,939 390
2024-03-31 $47,041 390
2023-12-31 $40,255 390