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Wealthspire Advisors (New York)’s KB Home KBH Stock Holding History

Wealthspire Advisors (New York)’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
-209
Closed -$13.3K – 2001
2025
Q3 		$13.3K Buy
+209
New +$12.6K ﹤0.01% 1882

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 $1.9T AUM 41.92% 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 $58.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Wealthspire Advisors (New York)'s KBH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of KB Home (KBH) in Q4 2025, closing a stake of 209 shares — an estimated $13.3K sold.

Wealthspire Advisors (New York) first reported a position in KBH in Q3 2025 and held it in 1 quarter. The position peaked at $13.3K in Q3 2025. 403 funds tracked by Wall St. Rank hold KBH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining KB Home position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 209 KB Home shares in Q4 2025, an estimated $13.3K.
  • Wealthspire Advisors (New York) first reported a position in KB Home in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s KB Home position peaked at $13.3K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held KB Home as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.