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
Q3 		$2.46M Buy
52,857
+3,401
+7% +$184K ﹤0.01% 900
2026
Q2 		$3.1M Sell
49,456
-4,208
-8% -$219K 0.01% 852
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

AssetMark Inc's KBH Position: Q3 2026 in Review

AssetMark Inc increased its KB Home (KBH) stake by 6.9% in Q3 2026, buying an estimated $184K and bringing the position to 52,857 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #900.

AssetMark Inc first reported a position in KBH in Q4 2017 and has held it in 14 quarters since. The position peaked at $5.4M in Q3 2024. 117 funds tracked by Wall St. Rank hold KBH as of Q3 2026.

  • AssetMark Inc held 52,857 shares of KB Home worth $2.46M as of Q3 2026.
  • AssetMark Inc bought 3,401 KB Home shares in Q3 2026, an estimated $184K.
  • KB Home made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #900 holding.
  • AssetMark Inc first reported a position in KB Home in Q4 2017 and has held it in 14 quarters since.
  • AssetMark Inc's KB Home position peaked at $5.4M in Q3 2024.
  • 117 funds tracked by Wall St. Rank held KB Home as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.