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
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 – 2048
2022
Q2 		$49K Buy
+1,724
New +$55.1K 0.01% 637

Other funds holding KBH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM