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Summit Financial’s KB Home KBH Stock Holding History

Summit Financial’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 		$981K Sell
18,959
-33
-0.2% -$1.94K 0.01% 780
2025
Q4 		$1.07M Buy
18,992
+274
+1% +$16.9K 0.02% 648
2025
Q3 		$1.19M Sell
18,718
-15,344
-45% -$928K 0.02% 600
2025
Q2 		$1.8M Buy
34,062
+15,400
+83% +$819K 0.04% 307
2025
Q1 		$1.08M Buy
18,662
+49
+0.3% +$3.12K 0.03% 360
2024
Q4 		$1.22M Buy
18,613
+86
+0.5% +$6.69K 0.04% 280
2024
Q3 		$1.59M Hold
18,527
– – 0.06% 197
2024
Q2 		$1.3M Buy
18,527
+15,332
+480% +$1.04M 0.06% 194
2024
Q1 		$226K Buy
+3,195
New +$204K 0.01% 356

Other funds holding KBH

BlackRock
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM