AWM
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AE Wealth Management’s KB Home KBH Stock Holding History

AE Wealth Management’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,973
Closed -$211K – 2334
2025
Q2 		$211K Sell
3,973
-309
-7% -$16.4K ﹤0.01% 1288
2025
Q1 		$249K Sell
4,282
-276
-6% -$17.6K ﹤0.01% 1171
2024
Q4 		$300K Buy
4,558
+1,914
+72% +$149K ﹤0.01% 1104
2024
Q3 		$227K Buy
+2,644
New +$213K ﹤0.01% 1130

Other funds holding KBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AE Wealth Management's KBH Position: Q3 2025 in Review

AE Wealth Management sold out of KB Home (KBH) in Q3 2025, closing a stake of 3,973 shares — an estimated $211K sold.

AE Wealth Management first reported a position in KBH in Q3 2024 and held it in 4 quarters. The position peaked at $300K in Q4 2024. 402 funds tracked by Wall St. Rank hold KBH as of Q3 2025.

  • AE Wealth Management reported no remaining KB Home position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 3,973 KB Home shares in Q3 2025, an estimated $211K.
  • AE Wealth Management first reported a position in KB Home in Q3 2024 and held it in 4 quarters.
  • AE Wealth Management's KB Home position peaked at $300K in Q4 2024.
  • 402 funds tracked by Wall St. Rank held KB Home as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.