Root Financial Partners
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
Q3 		$3.95K Buy
+85
New +$4.6K ﹤0.01% 2317
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 $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Donald Smith & Co
Donald Smith & Co New York $5.71B AUM 26.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's KBH Position: Q3 2026 in Review

Root Financial Partners opened a new position in KB Home (KBH) in Q3 2026: 85 shares worth $3.95K. The stake represents ﹤0.01% of the portfolio and ranks #2317 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KBH as recently as Q1 2026.

Root Financial Partners first reported a position in KBH in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.48K in Q3 2025. 280 funds tracked by Wall St. Rank hold KBH as of Q3 2026.

  • Root Financial Partners held 85 shares of KB Home worth $3.95K as of Q3 2026.
  • KB Home was a new Root Financial Partners position in Q3 2026.
  • KB Home made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2317 holding.
  • Root Financial Partners first reported a position in KB Home in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's KB Home position peaked at $9.48K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held KB Home as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.