풀테그룹, Inc.
US ˙ NYSE ˙ US7458671010

SecurityPHM / PulteGroup, Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Sowell Financial Services LLC closes position in PHM / PulteGroup, Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 0 shares of PulteGroup, Inc. (US:PHM) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 7,265 shares of PulteGroup, Inc.. The current value of the position is $0 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F PULTE GROUP COM 745867101 0 -100.00 0
2026-01-21 2025-12-31 13F PULTE GROUP COM 745867101 7,265 127 1.78 852 -9.76 0.0313
2025-10-17 2025-09-30 13F PULTE GROUP COM 745867101 7,138 257 3.73 943 30.07 0.0362
2025-07-14 2025-06-30 13F PULTE GROUP COM 745867101 6,881 1,004 17.08 726 20.03 0.0296
2025-04-17 2025-03-31 13F PULTE GROUP COM 745867101 5,877 5,877 604 0.0275
2021-08-05 2021-06-30 13F PULTE GROUP INC COM Stock 745867101 0 -9,379 -100.00 0 -100.00
2021-05-07 2021-03-31 13F PULTE GROUP INC COM Stock 745867101 9,379 2,453 35.42 568 89.97 0.0198
2021-01-13 2020-12-31 13F PULTE GROUP INC COM COM 745867101 6,926 774 12.58 299 4.91 0.0128
2020-11-12 2020-09-30 13F PULTE GROUP INC COM COM 745867101 6,152 897 17.07 285 59.22 0.0142
2020-08-13 2020-06-30 13F PULTE GROUP INC COM Stock 745867101 5,255 5,205 10,410.00 179 17,800.00 0.0098
2020-05-12 2020-03-31 13F PULTE GROUP INC COM Stock 745867101 50 4 8.70 1 -50.00 0.0001
2020-02-07 2019-12-31 13F PULTE GROUP INC COM Stock 745867101 46 -208 -81.89 2 -77.78 0.0002
2019-11-14 2019-09-30 13F PULTE GROUP INC COM COM 745867101 254 254 9 0.0007
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.