Position in PHM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,200,587
+$42,482 QoQ
Shares Held
8,750
-11.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#434
of 1,035 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Cetera Trust Company, N.A holds $1,211,717 across 3 Residential Construction names. PHM ranks #1 (99.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
8,750 | $1,200,587 | |
| 2 | LEN |
Lennar Corp /New/
|
123 | $11,130 | |
| 3 | 237 | $0 |
All Filings in PHM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,200,587 | 8,750 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,158,105 | 9,847 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,086,062 | 9,262 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,354,596 | 10,252 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,096,994 | 10,402 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,019,981 | 9,922 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $996,108 | 9,147 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,211,680 | 8,442 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,055 | 55 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,634 | 55 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,677 | 55 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||