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Summit Securities Group’s KBR KBR Stock Holding History

Summit Securities Group’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
Q2 		$10.4K Buy
+300
New +$10.5K ﹤0.01% 830
2024
Q2 		– Sell
-2
Closed – – 676
2024
Q1 		$0 Buy
+2
New +$114 ﹤0.01% 705
2023
Q2 		– Sell
-1
Closed – – 1001
2023
Q1 		$0 Buy
+1
New +$52 ﹤0.01% 1066
2019
Q2 		– Sell
-12,500
Closed -$239K – 356
2019
Q1 		$239K Buy
+12,500
New +$226K 0.04% 173

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Summit Securities Group's KBR Position: Q2 2026 in Review

Summit Securities Group opened a new position in KBR (KBR) in Q2 2026: 300 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #830 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in KBR as recently as Q1 2024.

Summit Securities Group first reported a position in KBR in Q1 2019 and has held it in 4 quarters since. The position peaked at $239K in Q1 2019. 362 funds tracked by Wall St. Rank hold KBR as of Q2 2026.

  • Summit Securities Group held 300 shares of KBR worth $10.4K as of Q2 2026.
  • KBR was a new Summit Securities Group position in Q2 2026.
  • KBR made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #830 holding.
  • Summit Securities Group first reported a position in KBR in Q1 2019 and has held it in 4 quarters since.
  • Summit Securities Group's KBR position peaked at $239K in Q1 2019.
  • 362 funds tracked by Wall St. Rank held KBR as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.