Question 1

Does Phoenix Financial own PHM stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Phoenix Financial holds 1,907 shares of PHM (PulteGroup), worth $262,069.

Question 2

How many shares of PHM does Phoenix Financial own?

Accepted Answer

As of its Q2 2026 13F, Phoenix Financial holds 1,907 shares of PHM (PulteGroup).

Question 3

What is Phoenix Financial's PHM position worth?

Accepted Answer

As of its Q2 2026 13F, Phoenix Financial's PHM position is worth $262,069.

Question 4

Is Phoenix Financial buying or selling PHM?

Accepted Answer

In Q2 2026, Phoenix Financial reduced its PHM position by 753 shares (-28.3%).

Question 5

When did Phoenix Financial first buy PHM?

Accepted Answer

Phoenix Financial first reported PHM in its Q2 2020 13F and has listed it in 21 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1,907	-28.3%	$262,069	0.0%	$136.91	0
2026-Q1	Increased	2,660	+9.5%	$313,260	0.0%	$117.10	26
2025-Q4	Decreased	2,430	-9.4%	$285,145	0.0%	$116.51	0
2025-Q3	New	2,683	—	$354,898	0.0%	$131.01	33
2024-Q4	Exited	0	-100.0%	$0	0.0%	$107.34	0
2024-Q3	Increased	2,438	+33.1%	$350,605	0.0%	$141.21	30