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Principia Wealth Advisory’s KB Home KBH Stock Holding History

Principia Wealth Advisory’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
-16
Closed -$828 – 1080
2026
Q1 		$828 Sell
16
-1
-6% -$59 ﹤0.01% 750
2025
Q4 		$959 Hold
17
– – ﹤0.01% 682
2025
Q3 		$1.08K Buy
17
+1
+6% +$60 ﹤0.01% 619
2025
Q2 		$848 Buy
16
+10
+167% +$532 ﹤0.01% 618
2025
Q1 		$324 Hold
6
– – ﹤0.01% 681
2024
Q4 		$394 Buy
+6
New +$467 ﹤0.01% 610

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's KBH Position: Q2 2026 in Review

Principia Wealth Advisory sold out of KB Home (KBH) in Q2 2026, closing a stake of 16 shares — an estimated $828 sold.

Principia Wealth Advisory first reported a position in KBH in Q4 2024 and held it in 6 quarters. The position peaked at $1.08K in Q3 2025. 379 funds tracked by Wall St. Rank hold KBH as of Q2 2026.

  • Principia Wealth Advisory reported no remaining KB Home position as of Q2 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 16 KB Home shares in Q2 2026, an estimated $828.
  • Principia Wealth Advisory first reported a position in KB Home in Q4 2024 and held it in 6 quarters.
  • Principia Wealth Advisory's KB Home position peaked at $1.08K in Q3 2025.
  • 379 funds tracked by Wall St. Rank held KB Home as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.