Superior Planning, LLC’s KB Financial Group KB Stock Holding History

Superior Planning, LLC’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 Q3	$8.37K	Buy	+68	New	+$8.27K	﹤0.01%	996

Other funds holding KB

Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return

Ramirez Asset Management New York $974M AUM 24.32% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Superior Planning, LLC's KB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in KB Financial Group (KB) in Q3 2026: 68 shares worth $8.37K. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings.

258 funds tracked by Wall St. Rank hold KB as of Q3 2026.

Superior Planning, LLC held 68 shares of KB Financial Group worth $8.37K as of Q3 2026.
KB Financial Group was a new Superior Planning, LLC position in Q3 2026.
KB Financial Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #996 holding.
258 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.