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Castellan Group’s KB Home KBH Stock Holding History

Castellan Group’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
-78,155
Closed -$5.14M – 72
2024
Q4 		$5.14M Buy
78,155
+2,570
+3% +$200K 2.23% 20
2024
Q3 		$6.48M Buy
75,585
+570
+0.8% +$45.8K 2.73% 10
2024
Q2 		$5.26M Buy
+75,015
New +$5.11M 2.51% 14

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

Castellan Group's KBH Position: Q1 2025 in Review

Castellan Group sold out of KB Home (KBH) in Q1 2025, closing a stake of 78,155 shares — an estimated $5.14M sold.

Castellan Group first reported a position in KBH in Q2 2024 and held it in 3 quarters. The position peaked at $6.48M in Q3 2024. 413 funds tracked by Wall St. Rank hold KBH as of Q1 2025.

  • Castellan Group reported no remaining KB Home position as of Q1 2025 after selling out during the quarter.
  • Castellan Group sold 78,155 KB Home shares in Q1 2025, an estimated $5.14M.
  • Castellan Group first reported a position in KB Home in Q2 2024 and held it in 3 quarters.
  • Castellan Group's KB Home position peaked at $6.48M in Q3 2024.
  • 413 funds tracked by Wall St. Rank held KB Home as of Q1 2025.

Based on Castellan Group's 13F filing for Q1 2025, filed 8 May 2025.