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Belpointe Asset Management’s KB Home KBH Stock Holding History

Belpointe Asset 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
2025
Q1 		– Sell
-5,078
Closed -$425K – 990
2024
Q4 		$425K Buy
5,078
+119
+2% +$9.26K 0.03% 549
2024
Q3 		$425K Sell
4,959
-224
-4% -$18K 0.03% 545
2024
Q2 		$364K Buy
+5,183
New +$353K 0.03% 530
2023
Q2 		– Sell
-2,216
Closed -$89K – 2040
2023
Q1 		$89K Buy
2,216
+6
+0.3% +$219 ﹤0.01% 1376
2022
Q4 		$70.4K Buy
+2,210
New +$65.8K ﹤0.01% 1432
2022
Q1 		– Sell
-2,600
Closed -$116K – 1267
2021
Q4 		$116K Buy
+2,600
New +$109K 0.01% 1133

Other funds holding KBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's KBH Position: Q1 2025 in Review

Belpointe Asset Management sold out of KB Home (KBH) in Q1 2025, closing a stake of 5,078 shares — an estimated $425K sold.

Belpointe Asset Management first reported a position in KBH in Q4 2021 and held it in 6 quarters. The position peaked at $425K in Q4 2024. 413 funds tracked by Wall St. Rank hold KBH as of Q1 2025.

  • Belpointe Asset Management reported no remaining KB Home position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 5,078 KB Home shares in Q1 2025, an estimated $425K.
  • Belpointe Asset Management first reported a position in KB Home in Q4 2021 and held it in 6 quarters.
  • Belpointe Asset Management's KB Home position peaked at $425K in Q4 2024.
  • 413 funds tracked by Wall St. Rank held KB Home as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.