Next Level Wealth Planning
KBH icon

Next Level Wealth Planning’s KB Home KBH Stock Holding History

Next Level Wealth Planning’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
Q3 		$2.93K Buy
+63
New +$3.41K ﹤0.01% 430

Other funds holding KBH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Next Level Wealth Planning's KBH Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in KB Home (KBH) in Q3 2026: 63 shares worth $2.93K. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings.

135 funds tracked by Wall St. Rank hold KBH as of Q3 2026.

  • Next Level Wealth Planning held 63 shares of KB Home worth $2.93K as of Q3 2026.
  • KB Home was a new Next Level Wealth Planning position in Q3 2026.
  • KB Home made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #430 holding.
  • 135 funds tracked by Wall St. Rank held KB Home as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.