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Sowell Financial Services’s KBR KBR Stock Holding History

Sowell Financial Services’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
2025
Q3 		– Sell
-11,296
Closed -$542K – 1107
2025
Q2 		$542K Buy
11,296
+888
+9% +$46.1K 0.02% 590
2025
Q1 		$518K Buy
+10,408
New +$555K 0.02% 575
2021
Q2 		– Sell
-4,530
Closed -$183K – 1693
2021
Q1 		$183K Buy
4,530
+1,043
+30% +$33.3K 0.01% 1100
2020
Q4 		$108K Hold
3,487
– – ﹤0.01% 1123
2020
Q3 		$78K Buy
3,487
+967
+38% +$22.4K ﹤0.01% 1065
2020
Q2 		$57K Hold
2,520
– – ﹤0.01% 1133
2020
Q1 		$52K Buy
+2,520
New +$65.1K ﹤0.01% 1046

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Sowell Financial Services's KBR Position: Q3 2025 in Review

Sowell Financial Services sold out of KBR (KBR) in Q3 2025, closing a stake of 11,296 shares — an estimated $542K sold.

Sowell Financial Services first reported a position in KBR in Q1 2020 and held it in 7 quarters. The position peaked at $542K in Q2 2025. 382 funds tracked by Wall St. Rank hold KBR as of Q3 2025.

  • Sowell Financial Services reported no remaining KBR position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 11,296 KBR shares in Q3 2025, an estimated $542K.
  • Sowell Financial Services first reported a position in KBR in Q1 2020 and held it in 7 quarters.
  • Sowell Financial Services's KBR position peaked at $542K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held KBR as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.