Evergreen Capital Management
KBH icon

Evergreen Capital Management’s KB Home KBH Stock Holding History

Evergreen Capital Management’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
Q3 		– Sell
-3,285
Closed -$206K – 1530
2026
Q2 		$206K Buy
+3,285
New +$171K ﹤0.01% 1449
2025
Q4 		– Sell
-4,252
Closed -$271K – 1472
2025
Q3 		$271K Buy
+4,252
New +$257K 0.01% 1048
2025
Q2 		– Sell
-4,081
Closed -$237K – 1194
2025
Q1 		$237K Buy
4,081
+913
+29% +$58.1K 0.01% 891
2024
Q4 		$208K Sell
3,168
-584
-16% -$45.4K 0.01% 974
2024
Q3 		$322K Buy
3,752
+346
+10% +$27.8K 0.01% 679
2024
Q2 		$239K Buy
3,406
+539
+19% +$36.7K 0.01% 761
2024
Q1 		$203K Buy
+2,867
New +$183K 0.01% 796
2021
Q2 		– Sell
-51,081
Closed -$2.38M – 540
2021
Q1 		$2.38M Buy
+51,081
New +$2.11M 0.12% 180

Other funds holding KBH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Donald Smith & Co
Donald Smith & Co New York $5.71B AUM 26.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Evergreen Capital Management's KBH Position: Q3 2026 in Review

Evergreen Capital Management sold out of KB Home (KBH) in Q3 2026, closing a stake of 3,285 shares — an estimated $206K sold.

Evergreen Capital Management first reported a position in KBH in Q1 2021 and held it in 8 quarters. The position peaked at $2.38M in Q1 2021. 280 funds tracked by Wall St. Rank hold KBH as of Q3 2026.

  • Evergreen Capital Management reported no remaining KB Home position as of Q3 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 3,285 KB Home shares in Q3 2026, an estimated $206K.
  • Evergreen Capital Management first reported a position in KB Home in Q1 2021 and held it in 8 quarters.
  • Evergreen Capital Management's KB Home position peaked at $2.38M in Q1 2021.
  • 280 funds tracked by Wall St. Rank held KB Home as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.