Position in PHM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,509,858
+$210,387 QoQ
Shares Held
11,004
-0.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#392
of 1,035 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026UMB Bank, n.a. holds $3,029,063 across 15 Residential Construction names. PHM ranks #1 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
11,004 | $1,509,858 | |
| 2 | DHI |
Horton D R Inc /De/
|
5,310 | $864,892 | |
| 3 | TOL |
Toll Brothers, Inc.
|
1,290 | $212,527 | |
| 4 | LEN |
Lennar Corp /New/
|
1,450 | $131,168 | |
| 5 | NVR |
Nvr Inc
|
12 | $81,760 | |
| 6 | KBH |
Kb Home
|
865 | $54,140 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
64 | $39,320 | |
| 8 | SKY |
Champion Homes, Inc.
|
333 | $29,343 |
All Filings in PHM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,509,858 | 11,004 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,299,471 | 11,049 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,308,972 | 11,163 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,468,359 | 11,113 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $1,177,038 | 11,161 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $1,176,340 | 11,443 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $1,226,322 | 11,261 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $1,604,665 | 11,180 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $1,194,253 | 10,847 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $1,247,330 | 10,341 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $1,066,777 | 10,335 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $767,231 | 10,361 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $804,842 | 10,361 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $603,838 | 10,361 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $471,735 | 10,361 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $391,237 | 10,433 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $412,428 | 10,407 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $433,036 | 10,335 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $590,747 | 10,335 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||