Bell Investment Advisors’s KB Home KBH Stock Holding History

Bell Investment Advisors’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	$4.55K	Hold	88	–	–	﹤0.01%	999
2025 Q4	$4.96K	Hold	88	–	–	﹤0.01%	974
2025 Q3	$5.6K	Hold	88	–	–	﹤0.01%	875
2025 Q2	$4.66K	Buy	88 +10	+13%	+$532	﹤0.01%	1011
2025 Q1	$4.53K	Sell	78 -8	-9%	-$509	﹤0.01%	961
2024 Q4	$5.65K	Sell	86 -38	-31%	-$2.96K	﹤0.01%	874
2024 Q3	$10.6K	Hold	124	–	–	﹤0.01%	593
2024 Q2	$8.7K	Hold	124	–	–	﹤0.01%	667
2024 Q1	$8.79K	Buy	124 +8	+7%	+$510	﹤0.01%	640
2023 Q4	$7.25K	Hold	116	–	–	﹤0.01%	693
2023 Q3	$5.37K	Buy	116 +31	+36%	+$1.58K	﹤0.01%	770
2023 Q2	$4.4K	Sell	85 -11	-11%	-$496	﹤0.01%	885
2023 Q1	$3.86K	Sell	96 -2	-2%	-$73	﹤0.01%	905
2022 Q4	$3.12K	Buy	98 +68	+227%	+$2.03K	﹤0.01%	1049
2022 Q3	$1K	Buy	30 +19	+173%	+$571	﹤0.01%	1453
2022 Q2	$0	Buy	+11	New	+$351	﹤0.01%	1778
2021 Q4	$2K	Buy	35 +11	+46%	+$460	﹤0.01%	1165
2021 Q3	$1K	Buy	+24	New	+$997	﹤0.01%	1431

Other funds holding KBH

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 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM