AssetMark Inc
KBH icon

AssetMark Inc’s KB Home KBH Stock Holding History

AssetMark Inc’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
2026
Q1 		$2.78M Sell
53,664
-684
-1% -$40.2K 0.01% 806
2025
Q4 		$3.07M Sell
54,348
-4,360
-7% -$268K 0.01% 757
2025
Q3 		$3.74M Sell
58,708
-8,880
-13% -$537K 0.01% 691
2025
Q2 		$3.58M Buy
67,588
+4,442
+7% +$236K 0.01% 658
2025
Q1 		$3.67M Buy
63,146
+549
+0.9% +$35K 0.01% 587
2024
Q4 		$4.11M Sell
62,597
-412
-0.7% -$32.1K 0.01% 546
2024
Q3 		$5.4M Buy
63,009
+1,502
+2% +$121K 0.02% 438
2024
Q2 		$4.32M Buy
61,507
+1,944
+3% +$132K 0.01% 460
2024
Q1 		$4.22M Buy
59,563
+21,036
+55% +$1.34M 0.01% 441
2023
Q4 		$2.41M Buy
38,527
+38,525
+1,926,250% +$1.98M 0.01% 502
2023
Q3 		$93 Buy
+2
New +$102 ﹤0.01% 1703
2018
Q1 		– Sell
-28
Closed -$1K – 1701
2017
Q4 		$1K Buy
+28
New +$804 ﹤0.01% 1634

Other funds holding KBH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM