RFP
KBH icon

Root Financial Partners’s KB Home KBH Stock Holding History

Root Financial Partners’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
Q1 		$7.87K Buy
152
+5
+3% +$294 ﹤0.01% 1770
2025
Q4 		$8.29K Sell
147
-2
-1% -$123 ﹤0.01% 1581
2025
Q3 		$9.48K Buy
+149
New +$9.01K ﹤0.01% 1474

Other funds holding KBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Root Financial Partners's KBH Position: Q1 2026 in Review

Root Financial Partners increased its KB Home (KBH) stake by 3.4% in Q1 2026, buying an estimated $294 and bringing the position to 152 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Root Financial Partners first reported a position in KBH in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.48K in Q3 2025. 385 funds tracked by Wall St. Rank hold KBH as of Q1 2026.

  • Root Financial Partners held 152 shares of KB Home worth $7.87K as of Q1 2026.
  • Root Financial Partners bought 5 KB Home shares in Q1 2026, an estimated $294.
  • KB Home made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1770 holding.
  • Root Financial Partners first reported a position in KB Home in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's KB Home position peaked at $9.48K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held KB Home as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.