Kestra Advisory Services, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1830819 AUSTIN, TX

Position in PHM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,164,364

+$117,988 QoQ

Shares Held

8,486

-4.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#436

of 1,035 holders

Holding Since

Sep 2020

24 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $11,697,963 across 6 Residential Construction names. PHM ranks #5 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	19,419	$3,162,966
2	LEN	Lennar Corp /New/	29,698	$2,687,372
3	NVR	Nvr Inc	328	$2,234,795
4	TOL	Toll Brothers, Inc.	11,916	$1,963,161
5	PHM	Pultegroup Inc/Mi/ This page	8,486	$1,164,364
6	LGIH	LGI Homes, Inc.	7,621	$485,305

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,164,364	8,486	-4.6%	Shares	Sole	2026-07-28
2026-03-31	$1,046,376	8,897	+4.7%	Shares	Sole	2026-04-30
2025-12-31	$996,006	8,494	+8.0%	Shares	Sole	2026-02-13
2025-09-30	$1,039,598	7,868	-10.4%	Shares	Sole	2025-11-14
2025-06-30	$925,833	8,779	+17.7%	Shares	Sole	2025-08-15
2025-03-31	$766,579	7,457	-49.2%	Shares	Sole	2025-05-14
2024-12-31	$1,598,543	14,679	-0.4%	Shares	Sole	2025-02-10
2024-09-30	$2,114,771	14,734	-20.7%	Shares	Sole	2024-11-13
2024-06-30	$2,044,997	18,574	-18.0%	Shares	Sole	2024-08-14
2024-03-31	$2,732,645	22,655	+22.5%	Shares	Sole	2024-05-15
2023-12-31	$1,909,673	18,501	+23.3%	Shares	Sole	2024-02-14
2023-09-30	$1,111,268	15,007	+49.1%	Shares	Sole	2023-11-13
2023-06-30	$781,616	10,062	-29.7%	Shares	Sole	2023-08-11
2023-03-31	$833,637	14,304	+3.3%	Shares	Sole	2023-05-12
2022-12-31	$630,499	13,848	+58.0%	Shares	Sole	2023-01-31
2022-09-30	$328,725	8,766	-26.2%	Shares	Sole	2022-11-01
2022-06-30	$470,725	11,878	-10.7%	Shares	Sole	2022-08-12
2022-03-31	$557,479	13,305	+32.9%	Shares	Sole	2022-07-20
2021-12-31	$572,171	10,010	-22.4%	Shares	Sole	2022-07-25
2021-09-30	$592,689	12,907	-24.4%	Shares	Sole	2022-07-25
2021-06-30	$932,055	17,080	+37.5%	Shares	Sole	2022-07-26
2021-03-31	$651,619	12,426	-55.3%	Shares	Sole	2022-07-27
2020-12-31	$1,197,701	27,776	-8.8%	Shares	Sole	2022-07-28
2020-09-30	$1,410,039	30,461	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.