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 Q2	$1.2M	Buy	19,228 +269	+1%	+$14K	0.01%	783
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Summit Financial's KBH Position: Q2 2026 in Review

Summit Financial increased its KB Home (KBH) stake by 1.4% in Q2 2026, buying an estimated $14K and bringing the position to 19,228 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #783.

Summit Financial first reported a position in KBH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.8M in Q2 2025. 378 funds tracked by Wall St. Rank hold KBH as of Q2 2026.

Summit Financial held 19,228 shares of KB Home worth $1.2M as of Q2 2026.
Summit Financial bought 269 KB Home shares in Q2 2026, an estimated $14K.
KB Home made up 0.01% of Summit Financial's portfolio in Q2 2026, its #783 holding.
Summit Financial first reported a position in KB Home in Q1 2024 and has held it in 10 quarters since.
Summit Financial's KB Home position peaked at $1.8M in Q2 2025.
378 funds tracked by Wall St. Rank held KB Home as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.