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Summit Securities Group’s KB Home KBH Stock Holding History

Summit Securities Group’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
2025
Q4 		– Sell
-799
Closed -$50.8K – 1130
2025
Q3 		$50.8K Buy
+799
New +$48.3K 0.01% 561
2025
Q2 		– Sell
-1
Closed -$58 – 1256
2025
Q1 		$58 Buy
+1
New +$64 ﹤0.01% 753
2024
Q1 		– Sell
-1
Closed – – 704
2023
Q4 		$0 Buy
+1
New +$51 ﹤0.01% 792
2022
Q1 		– Sell
-6,400
Closed -$286K – 1220
2021
Q4 		$286K Hold
6,400
– – 0.01% 508
2021
Q3 		$249K Buy
6,400
+900
+16% +$37.4K 0.02% 583
2021
Q2 		$224K Buy
+5,500
New +$254K 0.02% 629

Other funds holding KBH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Summit Securities Group's KBH Position: Q4 2025 in Review

Summit Securities Group sold out of KB Home (KBH) in Q4 2025, closing a stake of 799 shares — an estimated $50.8K sold.

Summit Securities Group first reported a position in KBH in Q2 2021 and held it in 6 quarters. The position peaked at $286K in Q4 2021. 403 funds tracked by Wall St. Rank hold KBH as of Q4 2025.

  • Summit Securities Group reported no remaining KB Home position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 799 KB Home shares in Q4 2025, an estimated $50.8K.
  • Summit Securities Group first reported a position in KB Home in Q2 2021 and held it in 6 quarters.
  • Summit Securities Group's KB Home position peaked at $286K in Q4 2021.
  • 403 funds tracked by Wall St. Rank held KB Home as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.