Root Financial Partners
KBR icon

Root Financial Partners’s KBR KBR Stock Holding History

Root Financial Partners’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.3K Buy
+349
New +$12.8K ﹤0.01% 1813
2026
Q2 		– Sell
-280
Closed -$10.3K – 1871
2026
Q1 		$10.3K Buy
280
+157
+128% +$6.45K ﹤0.01% 1672
2025
Q4 		$4.94K Sell
123
-146
-54% -$6.26K ﹤0.01% 1767
2025
Q3 		$12.7K Buy
+269
New +$13K ﹤0.01% 1341

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

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

Root Financial Partners opened a new position in KBR (KBR) in Q3 2026: 349 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #1813 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KBR as recently as Q1 2026.

Root Financial Partners first reported a position in KBR in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.7K in Q3 2025. 236 funds tracked by Wall St. Rank hold KBR as of Q3 2026.

  • Root Financial Partners held 349 shares of KBR worth $12.3K as of Q3 2026.
  • KBR was a new Root Financial Partners position in Q3 2026.
  • KBR made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1813 holding.
  • Root Financial Partners first reported a position in KBR in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's KBR position peaked at $12.7K in Q3 2025.
  • 236 funds tracked by Wall St. Rank held KBR as of Q3 2026.

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