Chicago Trust’s KB Home KBH Stock Holding History

Chicago Trust’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 Q2	–	Sell	-4,809	Closed	-$279K	–	417
2025 Q1	$279K	Sell	4,809 -922	-16%	-$58.7K	0.05%	290
2024 Q4	$377K	Sell	5,731 -325	-5%	-$25.3K	0.07%	238
2024 Q3	$519K	Buy	+6,056	New	+$487K	0.09%	204

Other funds holding KBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chicago Trust's KBH Position: Q2 2025 in Review

Chicago Trust sold out of KB Home (KBH) in Q2 2025, closing a stake of 4,809 shares — an estimated $279K sold.

Chicago Trust first reported a position in KBH in Q3 2024 and held it in 3 quarters. The position peaked at $519K in Q3 2024. 394 funds tracked by Wall St. Rank hold KBH as of Q2 2025.

Chicago Trust reported no remaining KB Home position as of Q2 2025 after selling out during the quarter.
Chicago Trust sold 4,809 KB Home shares in Q2 2025, an estimated $279K.
Chicago Trust first reported a position in KB Home in Q3 2024 and held it in 3 quarters.
Chicago Trust's KB Home position peaked at $519K in Q3 2024.
394 funds tracked by Wall St. Rank held KB Home as of Q2 2025.

Based on Chicago Trust's 13F filing for Q2 2025, filed 14 Jul 2025.