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Pinnacle Wealth Planning Services’s KB Home KBH Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		– Sell
-166
Closed -$8.59K – 2796
2026
Q1 		$8.59K Buy
166
+4
+2% +$235 ﹤0.01% 2061
2025
Q4 		$9.14K Buy
+162
New +$9.96K ﹤0.01% 2046
2021
Q1 		– Sell
-532
Closed -$18K – 1178
2020
Q4 		$18K Buy
+532
New +$19.1K ﹤0.01% 1195

Other funds holding KBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Pinnacle Wealth Planning Services's KBH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of KB Home (KBH) in Q2 2026, closing a stake of 166 shares — an estimated $8.59K sold.

Pinnacle Wealth Planning Services first reported a position in KBH in Q4 2020 and held it in 3 quarters. The position peaked at $18K in Q4 2020. 379 funds tracked by Wall St. Rank hold KBH as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining KB Home position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 166 KB Home shares in Q2 2026, an estimated $8.59K.
  • Pinnacle Wealth Planning Services first reported a position in KB Home in Q4 2020 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's KB Home position peaked at $18K in Q4 2020.
  • 379 funds tracked by Wall St. Rank held KB Home as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.