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Forum Financial Management’s KB Home KBH Stock Holding History

Forum Financial 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
2025
Q1 		– Sell
-3,197
Closed -$210K – 904
2024
Q4 		$210K Buy
3,197
+531
+20% +$41.3K ﹤0.01% 825
2024
Q3 		$228K Buy
+2,666
New +$214K ﹤0.01% 659

Other funds holding KBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forum Financial Management's KBH Position: Q1 2025 in Review

Forum Financial Management sold out of KB Home (KBH) in Q1 2025, closing a stake of 3,197 shares — an estimated $210K sold.

Forum Financial Management first reported a position in KBH in Q3 2024 and held it in 2 quarters. The position peaked at $228K in Q3 2024. 413 funds tracked by Wall St. Rank hold KBH as of Q1 2025.

  • Forum Financial Management reported no remaining KB Home position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 3,197 KB Home shares in Q1 2025, an estimated $210K.
  • Forum Financial Management first reported a position in KB Home in Q3 2024 and held it in 2 quarters.
  • Forum Financial Management's KB Home position peaked at $228K in Q3 2024.
  • 413 funds tracked by Wall St. Rank held KB Home as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.