CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s KB Home KBH Stock Holding History

CAPTRUST Financial 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
Q3 		$406K Sell
8,744
-1,025
-10% -$55.4K ﹤0.01% 2397
2026
Q2 		$611K Sell
9,769
-715
-7% -$37.2K ﹤0.01% 2037
2026
Q1 		$543K Buy
10,484
+1,373
+15% +$80.8K ﹤0.01% 1980
2025
Q4 		$514K Buy
9,111
+699
+8% +$43K ﹤0.01% 1886
2025
Q3 		$535K Buy
8,412
+90
+1% +$5.44K ﹤0.01% 1770
2025
Q2 		$441K Buy
8,322
+1,127
+16% +$59.9K ﹤0.01% 1814
2025
Q1 		$418K Buy
7,195
+1,248
+21% +$79.5K ﹤0.01% 1749
2024
Q4 		$391K Sell
5,947
-14
-0.2% -$1.09K ﹤0.01% 1750
2024
Q3 		$511K Sell
5,961
-553
-8% -$44.5K ﹤0.01% 1562
2024
Q2 		$457K Buy
6,514
+14
+0.2% +$953 ﹤0.01% 1553
2024
Q1 		$461K Sell
6,500
-3,366
-34% -$215K ﹤0.01% 1528
2023
Q4 		$616K Buy
9,866
+357
+4% +$18.4K ﹤0.01% 1589
2023
Q3 		$440K Buy
9,509
+468
+5% +$23.8K ﹤0.01% 1723
2023
Q2 		$468K Buy
9,041
+10
+0.1% +$451 ﹤0.01% 1661
2023
Q1 		$363K Sell
9,031
-36
-0.4% -$1.31K ﹤0.01% 1605
2022
Q4 		$289K Buy
+9,067
New +$270K ﹤0.01% 1689
2022
Q3 		– Sell
-5,825
Closed -$166K – 3098
2022
Q2 		$166K Buy
5,825
+1,251
+27% +$39.9K ﹤0.01% 1831
2022
Q1 		$148K Sell
4,574
-235
-5% -$9.26K ﹤0.01% 1950
2021
Q4 		$215K Sell
4,809
-2,454
-34% -$103K ﹤0.01% 1591
2021
Q3 		$283K Buy
7,263
+2,160
+42% +$89.7K ﹤0.01% 1331
2021
Q2 		$208K Sell
5,103
-91
-2% -$4.2K ﹤0.01% 1487
2021
Q1 		$242K Buy
5,194
+5,008
+2,692% +$207K ﹤0.01% 1341
2020
Q4 		$6K Buy
186
+75
+68% +$2.69K ﹤0.01% 2776
2020
Q3 		$4K Buy
+111
New +$3.88K ﹤0.01% 2591

Other funds holding KBH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

CAPTRUST Financial Advisors's KBH Position: Q3 2026 in Review

CAPTRUST Financial Advisors reduced its KB Home (KBH) stake by 10% in Q3 2026, selling an estimated $55.4K and leaving 8,744 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

CAPTRUST Financial Advisors first reported a position in KBH in Q3 2020 and has held it in 24 quarters since. The position peaked at $616K in Q4 2023. 207 funds tracked by Wall St. Rank hold KBH as of Q3 2026.

  • CAPTRUST Financial Advisors held 8,744 shares of KB Home worth $406K as of Q3 2026.
  • CAPTRUST Financial Advisors sold 1,025 KB Home shares in Q3 2026, an estimated $55.4K.
  • KB Home made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2397 holding.
  • CAPTRUST Financial Advisors first reported a position in KB Home in Q3 2020 and has held it in 24 quarters since.
  • CAPTRUST Financial Advisors's KB Home position peaked at $616K in Q4 2023.
  • 207 funds tracked by Wall St. Rank held KB Home as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.