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

EverSource 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 		$24.7K Sell
395
-369
-48% -$19.2K ﹤0.01% 2274
2026
Q1 		$39.5K Sell
764
-25
-3% -$1.47K ﹤0.01% 2069
2025
Q4 		$44.5K Buy
789
+64
+9% +$3.94K ﹤0.01% 1821
2025
Q3 		$46.1K Sell
725
-1,805
-71% -$109K ﹤0.01% 1769
2025
Q2 		$134K Buy
2,530
+482
+24% +$25.6K 0.01% 1049
2025
Q1 		$119K Buy
2,048
+53
+3% +$3.38K 0.01% 848
2024
Q4 		$131K Buy
1,995
+5
+0.3% +$389 0.01% 821
2024
Q3 		$170K Buy
1,990
+24
+1% +$1.93K 0.01% 615
2024
Q2 		$169K Buy
1,966
+1,851
+1,610% +$126K 0.01% 615
2024
Q1 		$7.45K Buy
115
+2
+2% +$128 ﹤0.01% 1842
2023
Q4 		$7.06K Buy
113
+34
+43% +$1.75K ﹤0.01% 1714
2023
Q3 		$3.66K Hold
79
– – ﹤0.01% 1820
2023
Q2 		$4.08K Hold
79
– – ﹤0.01% 1810
2023
Q1 		$3.17K Hold
79
– – ﹤0.01% 1797
2022
Q4 		$2.52K Buy
+79
New +$2.35K ﹤0.01% 1841
2022
Q3 		– Sell
-1,724
Closed -$49K – 2047
2022
Q2 		$49K Buy
+1,724
New +$55.1K 0.01% 637

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors reduced its KB Home (KBH) stake by 48% in Q2 2026, selling an estimated $19.2K and leaving 395 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

EverSource Wealth Advisors first reported a position in KBH in Q2 2022 and has held it in 16 quarters since. The position peaked at $170K in Q3 2024. 379 funds tracked by Wall St. Rank hold KBH as of Q2 2026.

  • EverSource Wealth Advisors held 395 shares of KB Home worth $24.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 369 KB Home shares in Q2 2026, an estimated $19.2K.
  • KB Home made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2274 holding.
  • EverSource Wealth Advisors first reported a position in KB Home in Q2 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's KB Home position peaked at $170K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held KB Home as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.