55 North Private Wealth’s KB Financial Group KB Stock Holding History

55 North Private Wealth’s Portfolio KB Stock Details KB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$283K	Buy	+2,696	New	+$285K	0.06%	192

Other funds holding KB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

55 North Private Wealth's KB Position: Q2 2026 in Review

55 North Private Wealth opened a new position in KB Financial Group (KB) in Q2 2026: 2,696 shares worth $283K. The stake represents 0.06% of the portfolio and ranks #192 among its holdings.

364 funds tracked by Wall St. Rank hold KB as of Q2 2026.

55 North Private Wealth held 2,696 shares of KB Financial Group worth $283K as of Q2 2026.
KB Financial Group was a new 55 North Private Wealth position in Q2 2026.
KB Financial Group made up 0.06% of 55 North Private Wealth's portfolio in Q2 2026, its #192 holding.
364 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.