Colonial Trust Co / SC

Bank

Position in PHM — Pultegroup Inc/Mi/

CIK 1954093 SPARTANBURG, SC

Position in PHM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$107,572

-$145,171 QoQ

Shares Held

784

-63.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#807

of 1,035 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Colonial Trust Co / SC holds $318,977 across 4 Residential Construction names. PHM ranks #2 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	1,148	$186,986
2	PHM	Pultegroup Inc/Mi/ This page	784	$107,572
3	LEN	Lennar Corp /New/	209	$18,912
4	KBH	Kb Home	88	$5,507

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$107,572	784	-63.5%	Shares	Sole	2026-08-11
2026-03-31	$252,743	2,149	+0.2%	Shares	Sole	2026-05-12
2025-12-31	$251,522	2,145	-1.3%	Shares	Sole	2026-02-12
2025-09-30	$287,118	2,173	-1.0%	Shares	Sole	2025-11-10
2025-06-30	$231,590	2,196	-0.2%	Shares	Sole	2025-08-13
2025-03-31	$226,160	2,200	+1.3%	Shares	Sole	2025-05-14
2024-12-31	$236,421	2,171	0.0%	Shares	Sole	2025-02-14
2024-09-30	$311,603	2,171	+1.5%	Shares	Sole	2024-11-12
2024-06-30	$235,503	2,139	0.0%	Shares	Sole	2024-08-14
2024-03-31	$258,006	2,139	-1.2%	Shares	Sole	2024-05-14
2023-12-31	$223,368	2,164	0.0%	Shares	Sole	2024-02-14
2023-09-30	$160,244	2,164	+2.4%	Shares	Sole	2023-11-13
2023-06-30	$164,215	2,114	+49.2%	Shares	Sole	2023-08-14
2023-03-31	$82,582	1,417	-1.5%	Shares	Sole	2023-05-11
2022-12-31	$65,517	1,439	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.