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Independent Financial Group’s KB Home KBH Stock Holding History

Independent Financial Group’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
2024
Q3 		– Sell
-4,160
Closed -$292K – 1166
2024
Q2 		$292K Buy
+4,160
New +$283K 0.01% 847
2022
Q1 		– Sell
-8,770
Closed -$392K – 817
2021
Q4 		$392K Buy
8,770
+200
+2% +$8.37K 0.03% 493
2021
Q3 		$334K Sell
8,570
-746
-8% -$31K 0.03% 499
2021
Q2 		$379K Sell
9,316
-2,432
-21% -$112K 0.04% 453
2021
Q1 		$547K Buy
+11,748
New +$485K 0.07% 314

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Independent Financial Group's KBH Position: Q3 2024 in Review

Independent Financial Group sold out of KB Home (KBH) in Q3 2024, closing a stake of 4,160 shares — an estimated $292K sold.

Independent Financial Group first reported a position in KBH in Q1 2021 and held it in 5 quarters. The position peaked at $547K in Q1 2021. 438 funds tracked by Wall St. Rank hold KBH as of Q3 2024.

  • Independent Financial Group reported no remaining KB Home position as of Q3 2024 after selling out during the quarter.
  • Independent Financial Group sold 4,160 KB Home shares in Q3 2024, an estimated $292K.
  • Independent Financial Group first reported a position in KB Home in Q1 2021 and held it in 5 quarters.
  • Independent Financial Group's KB Home position peaked at $547K in Q1 2021.
  • 438 funds tracked by Wall St. Rank held KB Home as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.