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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
Q2 		– Sell
-152
Closed -$7.87K – 1870
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 $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

Root Financial Partners's KBH Position: Q2 2026 in Review

Root Financial Partners sold out of KB Home (KBH) in Q2 2026, closing a stake of 152 shares — an estimated $7.87K sold.

Root Financial Partners first reported a position in KBH in Q3 2025 and held it in 3 quarters. The position peaked at $9.48K in Q3 2025. 378 funds tracked by Wall St. Rank hold KBH as of Q2 2026.

  • Root Financial Partners reported no remaining KB Home position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 152 KB Home shares in Q2 2026, an estimated $7.87K.
  • Root Financial Partners first reported a position in KB Home in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's KB Home position peaked at $9.48K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held KB Home as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.