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Concourse Financial Group Securities’s KB Home KBH Stock Holding History

Concourse Financial Group Securities’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
-100
Closed -$6.79K – 1136
2024
Q4 		$6.79K Hold
100
– – ﹤0.01% 1808
2024
Q3 		$8.57K Hold
100
– – ﹤0.01% 1732
2024
Q2 		$7.02K Hold
100
– – ﹤0.01% 1790
2024
Q1 		$7.09K Hold
100
– – ﹤0.01% 1813
2023
Q4 		$6.25K Hold
100
– – ﹤0.01% 1792
2023
Q3 		$4.63K Hold
100
– – ﹤0.01% 1837
2023
Q2 		$5.17K Hold
100
– – ﹤0.01% 1824
2023
Q1 		$4.02K Sell
100
-689
-87% -$25.1K ﹤0.01% 1923
2022
Q4 		$25.1K Buy
789
+69
+10% +$2.06K ﹤0.01% 1382
2022
Q3 		$19K Buy
720
+43
+6% +$1.29K ﹤0.01% 1324
2022
Q2 		$19K Sell
677
-1,777
-72% -$56.7K ﹤0.01% 1469
2022
Q1 		$79K Buy
2,454
+159
+7% +$6.26K 0.01% 961
2021
Q4 		$103K Buy
2,295
+75
+3% +$3.14K 0.01% 988
2021
Q3 		$86K Sell
2,220
-107
-5% -$4.44K 0.01% 1068
2021
Q2 		$95K Buy
2,327
+165
+8% +$7.61K 0.01% 1013
2021
Q1 		$101K Buy
2,162
+1,086
+101% +$44.9K 0.01% 929
2020
Q4 		$36K Buy
1,076
+862
+403% +$31K ﹤0.01% 1253
2020
Q3 		$8K Hold
214
– – ﹤0.01% 1649
2020
Q2 		$7K Sell
214
-967
-82% -$26.6K ﹤0.01% 1594
2020
Q1 		$21K Buy
1,181
+1,081
+1,081% +$34.6K ﹤0.01% 1217
2019
Q4 		$3K Hold
100
– – ﹤0.01% 1779
2019
Q3 		$3K Hold
100
– – ﹤0.01% 1445
2019
Q2 		$3K Hold
100
– – ﹤0.01% 1894
2019
Q1 		$2K Hold
100
– – ﹤0.01% 2030
2018
Q4 		$1K Hold
100
– – ﹤0.01% 2023
2018
Q3 		$2K Buy
+100
New +$2.51K ﹤0.01% 1569

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

Concourse Financial Group Securities's KBH Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of KB Home (KBH) in Q1 2025, closing a stake of 100 shares — an estimated $6.79K sold.

Concourse Financial Group Securities first reported a position in KBH in Q3 2018 and held it in 26 quarters. The position peaked at $103K in Q4 2021. 413 funds tracked by Wall St. Rank hold KBH as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining KB Home position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 100 KB Home shares in Q1 2025, an estimated $6.79K.
  • Concourse Financial Group Securities first reported a position in KB Home in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's KB Home position peaked at $103K in Q4 2021.
  • 413 funds tracked by Wall St. Rank held KB Home as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.