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 Q2	–	Sell	-280	Closed	-$10.3K	–	1871
2026 Q1	$10.3K	Buy	280 +157	+128%	+$6.45K	﹤0.01%	1672
2025 Q4	$4.95K	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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Root Financial Partners sold out of KBR (KBR) in Q2 2026, closing a stake of 280 shares — an estimated $10.3K sold.

Root Financial Partners first reported a position in KBR in Q3 2025 and held it in 3 quarters. The position peaked at $12.7K in Q3 2025. 361 funds tracked by Wall St. Rank hold KBR as of Q2 2026.

Root Financial Partners reported no remaining KBR position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 280 KBR shares in Q2 2026, an estimated $10.3K.
Root Financial Partners first reported a position in KBR in Q3 2025 and held it in 3 quarters.
Root Financial Partners's KBR position peaked at $12.7K in Q3 2025.
361 funds tracked by Wall St. Rank held KBR as of Q2 2026.

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