Atria Investments, Inc KBH — KB HOME

Ownership history in Atria Investments, Inc  ·  10 quarters on record

AI Ownership Summary

Atria Investments, Inc reported KB HOME (KBH) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows KBH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KBH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in KB HOME, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

KBH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KBH stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held KBH — position size vs. price
% of Fund (quarterly)    KBH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 9,227 +1,845 +25.0% 0.00% $429K 2026-10-15 $43.65
2026 Q2 REDUCED 8.9% -23.2% ✅ 7,382 -722 -8.9% 0.00% $462K 2026-07-28 $57.55
2026 Q1 REDUCED 11.3% +21.6% ❌ 8,104 -1,030 -11.3% 0.00% $419K 2026-05-05 $47.97
2025 Q4 ADDED — — — 9,134 +884 +10.7% 0.01% $515K 2026-02-05 $61.04
2025 Q3 ADDED — — — 8,250 +198 +2.5% 0.01% $525K 2025-11-06 $59.61
2025 Q2 REDUCED 7.9% +21.6% ❌ 8,052 -688 -7.9% 0.01% $426K 2025-08-04 $56.89
2025 Q1 ADDED — — — 8,740 +749 +9.4% 0.01% $508K 2025-05-06 $51.56
2024 Q4 ADDED — — — 7,991 +381 +5.0% 0.01% $525K 2025-02-06 $64.69
2024 Q3 ADDED — — — 7,610 +1,262 +19.9% 0.01% $652K 2024-11-01 $75.40
2024 Q2 INITIATED — — — 6,348 — — 0.01% $445K 2024-08-13 $77.76

🏢 Other funds also holding KBH

As of 2026 Q3 — sorted by position size

DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.43% SALEM INVESTMENT COUNSELORS INC 3Y 7Y 0.15% Retirement Planning Co of New England, Inc. 3Y 0.12% Generali Investments CEE, investicni spolecnost, a.s. 0.08% DOLIVER ADVISORS, LP 3Y 7Y 0.07% Y-Intercept (Hong Kong) Ltd 3Y 0.05% Polaris Financial Partners 0.02% Gradient Investments LLC 3Y 7Y 0.02% BAILARD, INC. 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0%

FAQ About Atria Investments, Inc and KBH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning KBH?

Atria Investments, Inc reported KBH across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported KBH position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for KBH was 0.01% in 2024 Q3.

What is the latest reported KBH position on this page?

The most recent filing on this page is 2026 Q3, when Atria Investments, Inc reported 9,227 shares, equal to 0.00% of portfolio, with an estimated market value of $429K.

What does the chart on this KBH ownership page compare?

The chart compares Atria Investments, Inc's quarterly KBH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their KBH position?

Based on 13F filing dates vs. subsequent KBH price moves, Atria Investments, Inc correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on KBH relative to SPY over the holding period was +74.0%.

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