OPPENHEIMER & CO INC

Position in PHM — Pultegroup Inc/Mi/

CIK 822581 NEW YORK, NY

Position in PHM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$5,365,734

+$703,204 QoQ

Shares Held

39,106

-1.4% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#250

of 1,035 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

OPPENHEIMER & CO INC holds $11,308,614 across 5 Residential Construction names. PHM ranks #1 (47.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	39,106	$5,365,734
2	TOL	Toll Brothers, Inc.	17,794	$2,931,561
3	SKY	Champion Homes, Inc.	24,809	$2,186,169
4	DHI	Horton D R Inc /De/	5,066	$825,150
5			29,195	$0

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,365,734	39,106	-1.4%	Shares	Sole	2026-08-03
2026-03-31	$4,662,530	39,644	-36.3%	Shares	Sole	2026-04-24
2025-12-31	$7,292,985	62,195	+26.7%	Shares	Sole	2026-02-02
2025-09-30	$6,487,979	49,103	+5.4%	Shares	Sole	2025-11-06
2025-06-30	$4,912,221	46,579	-3.1%	Shares	Sole	2025-07-31
2025-03-31	$4,941,184	48,066	-3.2%	Shares	Sole	2025-04-23
2024-12-31	$5,405,687	49,639	-7.1%	Shares	Sole	2025-02-05
2024-09-30	$7,671,534	53,449	-1.8%	Shares	Sole	2024-11-05
2024-06-30	$5,990,761	54,412	-10.4%	Shares	Sole	2024-08-08
2024-03-31	$7,328,629	60,758	+16.6%	Shares	Sole	2024-05-07
2023-12-31	$5,380,445	52,126	+5.5%	Shares	Sole	2024-02-13
2023-09-30	$3,657,033	49,386	-2.3%	Shares	Sole	2023-11-08
2023-06-30	$3,926,102	50,542	-8.3%	Shares	Sole	2023-08-03
2023-03-31	$3,211,635	55,107	+7.5%	Shares	Sole	2023-05-10
2022-12-31	$2,333,093	51,243	+2.7%	Shares	Sole	2023-02-08
2022-09-30	$1,870,612	49,883	-5.0%	Shares	Sole	2022-11-14
2022-06-30	$2,080,337	52,494	-0.9%	Shares	Sole	2022-08-08
2022-03-31	$2,218,605	52,950	+4.4%	Shares	Sole	2022-05-12
2021-12-31	$2,899,498	50,726	-1.7%	Shares	Sole	2022-02-02
2021-09-30	$2,369,196	51,594	+12.6%	Shares	Sole	2021-11-12
2021-06-30	$2,500,997	45,831	+1.7%	Shares	Sole	2021-08-03
2021-03-31	$2,363,942	45,079	+22.9%	Shares	Sole	2021-05-10
2020-12-31	$1,581,598	36,679	+6.1%	Shares	Sole	2021-02-11
2020-09-30	$1,599,550	34,555	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.