Physician Wealth Advisors
KBH icon

Physician Wealth Advisors’s KB Home KBH Stock Holding History

Physician 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
Q3 		$4K Buy
86
+74
+617% +$4K ﹤0.01% 1234
2026
Q2 		$752 Buy
+12
New +$624 ﹤0.01% 1931

Other funds holding KBH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Physician Wealth Advisors's KBH Position: Q3 2026 in Review

Physician Wealth Advisors increased its KB Home (KBH) stake by 617% in Q3 2026, buying an estimated $4K and bringing the position to 86 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Physician Wealth Advisors first reported a position in KBH in Q2 2026 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold KBH as of Q3 2026.

  • Physician Wealth Advisors held 86 shares of KB Home worth $4K as of Q3 2026.
  • Physician Wealth Advisors bought 74 KB Home shares in Q3 2026, an estimated $4K.
  • KB Home made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1234 holding.
  • Physician Wealth Advisors first reported a position in KB Home in Q2 2026 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held KB Home as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.