Summit Financial
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Summit Financial’s KBR KBR Stock Holding History

Summit Financial’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
Q3 		$208K Buy
+5,891
New +$216K ﹤0.01% 1517

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Summit Financial's KBR Position: Q3 2026 in Review

Summit Financial opened a new position in KBR (KBR) in Q3 2026: 5,891 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1517 among its holdings.

236 funds tracked by Wall St. Rank hold KBR as of Q3 2026.

  • Summit Financial held 5,891 shares of KBR worth $208K as of Q3 2026.
  • KBR was a new Summit Financial position in Q3 2026.
  • KBR made up ﹤0.01% of Summit Financial's portfolio in Q3 2026, its #1517 holding.
  • 236 funds tracked by Wall St. Rank held KBR as of Q3 2026.

Based on Summit Financial's 13F filing for Q3 2026, filed 12 Nov 2026.