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Cornerstone Planning Group’s KB Home KBH Stock Holding History

Cornerstone Planning 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
2026
Q1 		– Sell
-19
Closed -$1.1K – 1873
2025
Q4 		$1.1K Sell
19
-5
-21% -$308 ﹤0.01% 1322
2025
Q3 		$1.5K Hold
24
– – ﹤0.01% 1220
2025
Q2 		$1.42K Buy
+24
New +$1.28K ﹤0.01% 1030
2024
Q4 		– Sell
-22
Closed -$1.73K – 1453
2024
Q3 		$1.73K Hold
22
– – ﹤0.01% 807
2024
Q2 		$1.72K Buy
+22
New +$1.5K ﹤0.01% 811

Other funds holding KBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Cornerstone Planning Group's KBH Position: Q1 2026 in Review

Cornerstone Planning Group sold out of KB Home (KBH) in Q1 2026, closing a stake of 19 shares — an estimated $1.1K sold.

Cornerstone Planning Group first reported a position in KBH in Q2 2024 and held it in 5 quarters. The position peaked at $1.73K in Q3 2024. 389 funds tracked by Wall St. Rank hold KBH as of Q1 2026.

  • Cornerstone Planning Group reported no remaining KB Home position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 19 KB Home shares in Q1 2026, an estimated $1.1K.
  • Cornerstone Planning Group first reported a position in KB Home in Q2 2024 and held it in 5 quarters.
  • Cornerstone Planning Group's KB Home position peaked at $1.73K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held KB Home as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.