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Ascent Group, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1913231 VIRGINIA BEACH, VA

Position in PHM

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$1,413,082
+$101,296 QoQ
Shares Held
12,015
+7.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 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 Mar 31, 2026

Ascent Group, LLC holds $10,418,055 across 4 Residential Construction names. PHM ranks #2 (13.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PHM
Pultegroup Inc/Mi/
This page
12,015 $1,413,082

All Filings in PHM

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12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,413,082 12,015
2025-12-31 $1,311,786 11,187
2025-09-30 $1,403,612 10,623
2025-06-30 $770,911 7,310
2025-03-31 $596,341 5,801
2024-12-31 $633,035 5,813
2024-09-30 $719,515 5,013
2024-06-30 $461,098 4,188
2024-03-31 $376,334 3,120
2023-12-31 $308,111 2,985
2023-09-30 $243,698 3,291
2023-06-30 $258,596 3,329