Position in PHM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$118,000
+$17,091 QoQ
Shares Held
860
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#803
of 1,035 holders
Holding Since
Sep 2023
12 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 Jun 30, 2026Bay Harbor Wealth Management, LLC holds $141,959 across 8 Residential Construction names. PHM ranks #1 (83.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
860 | $118,000 | |
| 2 | DHI |
Horton D R Inc /De/
|
56 | $9,121 | |
| 3 | TOL |
Toll Brothers, Inc.
|
37 | $6,095 | |
| 4 | LEN |
Lennar Corp /New/
|
48 | $4,343 | |
| 5 | TMHC |
Taylor Morrison Home Corp
|
27 | $1,936 | |
| 6 | SKY |
Champion Homes, Inc.
|
13 | $1,145 | |
| 7 | IBP |
Installed Building Products, Inc.
|
4 | $919 | |
| 8 | GRBK |
Green Brick Partners, Inc.
|
5 | $400 |
All Filings in PHM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,000 | 860 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $100,909 | 858 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $103,071 | 879 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $126,184 | 955 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $98,605 | 935 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $91,492 | 890 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $99,861 | 917 | Shares | Other | 2025-01-27 | |
| 2024-09-30 | $125,301 | 873 | Shares | Other | 2024-10-24 | |
| 2024-06-30 | $99,310 | 902 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $113,624 | 942 | Shares | Other | 2024-04-22 | |
| 2023-12-31 | $100,639 | 975 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $71,013 | 959 | Shares | Other | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||