SkyOak Wealth’s KB Home KBH Stock Holding History

SkyOak Wealth’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	$201K	Hold	3,883	–	–	0.04%	246
2025 Q4	$219K	Hold	3,883	–	–	0.04%	229
2025 Q3	$247K	Hold	3,883	–	–	0.05%	217
2025 Q2	$206K	Hold	3,883	–	–	0.04%	232
2025 Q1	$226K	Hold	3,883	–	–	0.05%	215
2024 Q4	$255K	Hold	3,883	–	–	0.05%	210
2024 Q3	$333K	Sell	3,883 -821	-17%	-$66K	0.07%	153
2024 Q2	$330K	Hold	4,704	–	–	0.08%	160
2024 Q1	$333K	Sell	4,704 -4,458	-49%	-$284K	0.08%	170
2023 Q4	$572K	Sell	9,162 -134	-1%	-$6.89K	0.15%	108
2023 Q3	$430K	Sell	9,296 -194	-2%	-$9.86K	0.13%	121
2023 Q2	$491K	Sell	9,490 -1,341	-12%	-$60.5K	0.14%	123
2023 Q1	$435K	Sell	10,831 -1,200	-10%	-$43.8K	0.13%	126
2022 Q4	$383K	Sell	12,031 -2,000	-14%	-$59.6K	0.13%	132
2022 Q3	$364K	Buy	+14,031	New	+$422K	0.13%	136

Other funds holding KBH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $121B AUM 33.93% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM