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LGT Financial Advisors’s KB Home KBH Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-94
Closed -$6.18K – 527
2024
Q4 		$6.18K Hold
94
– – 0.01% 518
2024
Q3 		$8.05K Hold
94
– – 0.02% 452
2024
Q2 		$6.6K Hold
94
– – 0.01% 548
2024
Q1 		$6.66K Hold
94
– – 0.01% 562
2023
Q4 		$5.87K Buy
+94
New +$4.83K 0.01% 601

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

LGT Financial Advisors's KBH Position: Q1 2025 in Review

LGT Financial Advisors sold out of KB Home (KBH) in Q1 2025, closing a stake of 94 shares — an estimated $6.18K sold.

LGT Financial Advisors first reported a position in KBH in Q4 2023 and held it in 5 quarters. The position peaked at $8.05K in Q3 2024. 413 funds tracked by Wall St. Rank hold KBH as of Q1 2025.

  • LGT Financial Advisors reported no remaining KB Home position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 94 KB Home shares in Q1 2025, an estimated $6.18K.
  • LGT Financial Advisors first reported a position in KB Home in Q4 2023 and held it in 5 quarters.
  • LGT Financial Advisors's KB Home position peaked at $8.05K in Q3 2024.
  • 413 funds tracked by Wall St. Rank held KB Home as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.