BP
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Ballentine Partners’s KB Home KBH Stock Holding History

Ballentine Partners’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 		$810K Buy
15,657
+269
+2% +$15.8K 0.01% 398
2025
Q4 		$868K Buy
15,388
+1,484
+11% +$91.3K 0.01% 360
2025
Q3 		$885K Buy
13,904
+1,997
+17% +$121K 0.01% 352
2025
Q2 		$631K Buy
11,907
+1,971
+20% +$105K 0.01% 416
2025
Q1 		$577K Sell
9,936
-1,029
-9% -$65.5K 0.01% 405
2024
Q4 		$721K Sell
10,965
-718
-6% -$55.9K 0.01% 348
2024
Q3 		$1M Buy
11,683
+1,145
+11% +$92K 0.02% 279
2024
Q2 		$740K Buy
10,538
+2,081
+25% +$142K 0.01% 324
2024
Q1 		$599K Buy
8,457
+1,790
+27% +$114K 0.01% 353
2023
Q4 		$416K Buy
+6,667
New +$343K 0.01% 411

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