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Pitcairn Wealth Advisors LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 2089089 CONSHOHOCKEN, PA

Position in PHM

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$558,307
-$25,861 QoQ
Shares Held
4,069
-18.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#561
of 1,035 holders
Holding Since
Dec 2025
3 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, 2026

Pitcairn Wealth Advisors LLC holds $1,817,120 across 4 Residential Construction names. PHM ranks #2 (30.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PHM
Pultegroup Inc/Mi/
This page
4,069 $558,307

All Filings in PHM

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $558,307 4,069
2026-03-31 $584,168 4,967
2025-12-31 $565,427 4,822