CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s KBR KBR Stock Holding History

CAPTRUST Financial Advisors’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,108
Closed -$242K – 2786
2025
Q3 		$242K Sell
5,108
-1,785
-26% -$86.6K ﹤0.01% 2313
2025
Q2 		$330K Buy
6,893
+2,697
+64% +$140K ﹤0.01% 1994
2025
Q1 		$209K Sell
4,196
-3,328
-44% -$177K ﹤0.01% 2146
2024
Q4 		$436K Sell
7,524
-3,452
-31% -$220K ﹤0.01% 1679
2024
Q3 		$715K Buy
10,976
+5,543
+102% +$361K ﹤0.01% 1398
2024
Q2 		$348K Buy
+5,433
New +$351K ﹤0.01% 1718
2022
Q3 		– Sell
-2,241
Closed -$109K – 3099
2022
Q2 		$109K Buy
2,241
+959
+75% +$47.4K ﹤0.01% 2135
2022
Q1 		$70K Buy
1,282
+96
+8% +$4.66K ﹤0.01% 2535
2021
Q4 		$57K Sell
1,186
-640
-35% -$28.3K ﹤0.01% 2569
2021
Q3 		$72K Buy
1,826
+82
+5% +$3.18K ﹤0.01% 2321
2021
Q2 		$67K Sell
1,744
-19
-1% -$754 ﹤0.01% 2320
2021
Q1 		$68K Buy
1,763
+1,406
+394% +$44.8K ﹤0.01% 2223
2020
Q4 		$11K Buy
357
+80
+29% +$2.1K ﹤0.01% 2522
2020
Q3 		$6K Buy
+277
New +$6.43K ﹤0.01% 2479

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CAPTRUST Financial Advisors's KBR Position: Q4 2025 in Review

CAPTRUST Financial Advisors sold out of KBR (KBR) in Q4 2025, closing a stake of 5,108 shares — an estimated $242K sold.

CAPTRUST Financial Advisors first reported a position in KBR in Q3 2020 and held it in 14 quarters. The position peaked at $715K in Q3 2024. 383 funds tracked by Wall St. Rank hold KBR as of Q4 2025.

  • CAPTRUST Financial Advisors reported no remaining KBR position as of Q4 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 5,108 KBR shares in Q4 2025, an estimated $242K.
  • CAPTRUST Financial Advisors first reported a position in KBR in Q3 2020 and held it in 14 quarters.
  • CAPTRUST Financial Advisors's KBR position peaked at $715K in Q3 2024.
  • 383 funds tracked by Wall St. Rank held KBR as of Q4 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.