EWA
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EP Wealth Advisors’s KB Home KBH Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-6,262
Closed -$324K – 1802
2026
Q1 		$324K Sell
6,262
-299
-5% -$17.6K ﹤0.01% 1112
2025
Q4 		$370K Buy
+6,561
New +$404K ﹤0.01% 1018
2025
Q2 		$366K Sell
6,915
-824
-11% -$43.8K ﹤0.01% 918
2025
Q1 		$450K Buy
+7,739
New +$493K ﹤0.01% 745

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

EP Wealth Advisors's KBH Position: Q2 2026 in Review

EP Wealth Advisors sold out of KB Home (KBH) in Q2 2026, closing a stake of 6,262 shares — an estimated $324K sold.

EP Wealth Advisors first reported a position in KBH in Q1 2025 and held it in 4 quarters. The position peaked at $450K in Q1 2025. 377 funds tracked by Wall St. Rank hold KBH as of Q2 2026.

  • EP Wealth Advisors reported no remaining KB Home position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 6,262 KB Home shares in Q2 2026, an estimated $324K.
  • EP Wealth Advisors first reported a position in KB Home in Q1 2025 and held it in 4 quarters.
  • EP Wealth Advisors's KB Home position peaked at $450K in Q1 2025.
  • 377 funds tracked by Wall St. Rank held KB Home as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.