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Summit Trail Advisors’s KBR KBR Stock Holding History

Summit Trail Advisors’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 		$1.86M Buy
53,865
+8,949
+20% +$312K 0.02% 656
2026
Q1 		$1.66M Buy
44,916
+6,966
+18% +$286K 0.02% 669
2025
Q4 		$1.53M Buy
37,950
+1,493
+4% +$64K 0.03% 574
2025
Q3 		$1.72M Buy
36,457
+3,923
+12% +$190K 0.02% 525
2025
Q2 		$1.56M Buy
+32,534
New +$1.69M 0.03% 330
2023
Q1 		– Sell
-4,601
Closed -$243K – 413
2022
Q4 		$243K Buy
+4,601
New +$229K 0.01% 326
2022
Q3 		– Sell
-4,553
Closed -$221K – 398
2022
Q2 		$221K Hold
4,553
– – 0.01% 336
2022
Q1 		$250K Buy
+4,553
New +$221K 0.02% 273
2018
Q1 		– Sell
-6,795
Closed -$144K – 1088
2017
Q4 		$144K Buy
+6,795
New +$129K 0.02% 523

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 Trail Advisors's KBR Position: Q2 2026 in Review

Summit Trail Advisors increased its KBR (KBR) stake by 20% in Q2 2026, buying an estimated $312K and bringing the position to 53,865 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #656.

Summit Trail Advisors first reported a position in KBR in Q4 2017 and has held it in 9 quarters since. 362 funds tracked by Wall St. Rank hold KBR as of Q2 2026.

  • Summit Trail Advisors held 53,865 shares of KBR worth $1.86M as of Q2 2026.
  • Summit Trail Advisors bought 8,949 KBR shares in Q2 2026, an estimated $312K.
  • KBR made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #656 holding.
  • Summit Trail Advisors first reported a position in KBR in Q4 2017 and has held it in 9 quarters since.
  • 362 funds tracked by Wall St. Rank held KBR as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.