BHWM
KBH icon

Bay Harbor Wealth Management’s KB Home KBH Stock Holding History

Bay Harbor 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
2026
Q2 		– Sell
-1
Closed -$51 – 1317
2026
Q1 		$51 Hold
1
– – ﹤0.01% 1256
2025
Q4 		$56 Hold
1
– – ﹤0.01% 1257
2025
Q3 		$63 Hold
1
– – ﹤0.01% 1222
2025
Q2 		$52 Sell
1
-2
-67% -$106 ﹤0.01% 1189
2025
Q1 		$174 Buy
+3
New +$191 ﹤0.01% 720

Other funds holding KBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Bay Harbor Wealth Management's KBH Position: Q2 2026 in Review

Bay Harbor Wealth Management sold out of KB Home (KBH) in Q2 2026, closing a stake of 1 share — an estimated $51 sold.

Bay Harbor Wealth Management first reported a position in KBH in Q1 2025 and held it in 5 quarters. The position peaked at $174 in Q1 2025. 379 funds tracked by Wall St. Rank hold KBH as of Q2 2026.

  • Bay Harbor Wealth Management reported no remaining KB Home position as of Q2 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1 KB Home share in Q2 2026, an estimated $51.
  • Bay Harbor Wealth Management first reported a position in KB Home in Q1 2025 and held it in 5 quarters.
  • Bay Harbor Wealth Management's KB Home position peaked at $174 in Q1 2025.
  • 379 funds tracked by Wall St. Rank held KB Home as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.