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Congress Wealth Management’s KBR KBR Stock Holding History

Congress Wealth Management’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
Q1 		– Sell
-41,892
Closed -$2.43M – 1096
2024
Q4 		$2.43M Buy
41,892
+1,378
+3% +$87.9K 0.03% 385
2024
Q3 		$2.64M Buy
40,514
+1,424
+4% +$92.7K 0.04% 382
2024
Q2 		$2.51M Buy
39,090
+4,318
+12% +$279K 0.04% 328
2024
Q1 		$2.21M Buy
34,772
+2,594
+8% +$148K 0.04% 308
2023
Q4 		$1.78M Sell
32,178
-494
-2% -$27.2K 0.03% 327
2023
Q3 		$1.93M Buy
32,672
+3,233
+11% +$199K 0.04% 308
2023
Q2 		$1.92M Buy
29,439
+1,026
+4% +$61.2K 0.04% 266
2023
Q1 		$1.56M Buy
+28,413
New +$1.49M 0.04% 295

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

Congress Wealth Management's KBR Position: Q1 2025 in Review

Congress Wealth Management sold out of KBR (KBR) in Q1 2025, closing a stake of 41,892 shares — an estimated $2.43M sold.

Congress Wealth Management first reported a position in KBR in Q1 2023 and held it in 8 quarters. The position peaked at $2.64M in Q3 2024. 392 funds tracked by Wall St. Rank hold KBR as of Q1 2025.

  • Congress Wealth Management reported no remaining KBR position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 41,892 KBR shares in Q1 2025, an estimated $2.43M.
  • Congress Wealth Management first reported a position in KBR in Q1 2023 and held it in 8 quarters.
  • Congress Wealth Management's KBR position peaked at $2.64M in Q3 2024.
  • 392 funds tracked by Wall St. Rank held KBR as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.