Steward Partners Investment Advisory, LLC
Position in PHM — Pultegroup Inc/Mi/
CIK 1723397
STAMFORD, CT
Position in PHM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$915,946
+$150,942 QoQ
Shares Held
7,788
+19.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $6,357,959 across 13 Residential Construction names. PHM ranks #4 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
13,238 | $1,806,589 | |
| 2 | MHO |
M/I Homes, Inc.
|
9,847 | $1,205,765 | |
| 3 | DHI |
Horton D R Inc /De/
|
8,569 | $1,175,838 | |
| 4 | PHM |
Pultegroup Inc/Mi/
This page
|
7,788 | $915,946 | |
| 5 | LEN |
Lennar Corp /New/
|
8,530 | $740,745 | |
| 6 | IBP |
Installed Building Products, Inc.
|
769 | $203,900 | |
| 7 | KBH |
Kb Home
|
2,675 | $138,431 | |
| 8 | NVR |
Nvr Inc
|
14 | $92,257 |
All Filings in PHM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $915,946 | 7,788 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $765,004 | 6,524 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $828,719 | 6,272 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $953,042 | 9,037 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $977,730 | 9,511 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,397,542 | 22,016 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $28,329,951 | 197,380 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,588,120 | 23,507 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,162,716 | 17,930 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $586,599 | 5,683 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $376,322 | 5,082 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $368,902 | 4,749 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $279,744 | 4,800 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $229,607 | 5,043 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $284,850 | 7,596 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $292,231 | 7,374 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $423,357 | 10,104 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $534,217 | 9,346 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $421,775 | 9,185 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $490,584 | 8,990 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $378,826 | 7,224 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $291,836 | 6,768 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $193,538 | 4,181 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $140,611 | 4,132 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $99,390 | 4,453 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||