Wealth Enhancement Advisory Services
KBH icon

Wealth Enhancement Advisory Services’s KB Home KBH Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q1 		– Sell
-5,000
Closed -$35 – 2534
2023
Q4 		$35 Hold
5,000
– – ﹤0.01% 2336
2023
Q3 		$3.28K Buy
+5,000
New +$254K ﹤0.01% 2233

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LSV Asset Management
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services's KBH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its KB Home (KBH) stake by 21% in Q2 2026, selling an estimated $154K and leaving 11,195 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

Wealth Enhancement Advisory Services first reported a position in KBH in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.84M in Q3 2024. 154 funds tracked by Wall St. Rank hold KBH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,195 shares of KB Home worth $631K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 2,958 KB Home shares in Q2 2026, an estimated $154K.
  • KB Home made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2468 holding.
  • Wealth Enhancement Advisory Services first reported a position in KB Home in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's KB Home position peaked at $1.84M in Q3 2024.
  • 154 funds tracked by Wall St. Rank held KB Home as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.