AWA
KB icon

Aaron Wealth Advisors’s KB Financial Group KB Stock Holding History

Aaron Wealth Advisors’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
Q1 		$748K Buy
7,497
+1,929
+35% +$194K 0.04% 291
2025
Q4 		$479K Buy
5,568
+845
+18% +$71.2K 0.03% 449
2025
Q3 		$392K Sell
4,723
-953
-17% -$78.2K 0.02% 466
2025
Q2 		$469K Buy
5,676
+515
+10% +$34.8K 0.05% 250
2025
Q1 		$279K Buy
5,161
+325
+7% +$18.8K 0.03% 342
2024
Q4 		$275K Buy
4,836
+81
+2% +$5.23K 0.03% 339
2024
Q3 		$294K Buy
4,755
+841
+21% +$52.2K 0.04% 309
2024
Q2 		$222K Buy
+3,914
New +$213K 0.03% 291
2022
Q2 		– Sell
-120,268
Closed -$2.46M – 525
2022
Q1 		$2.46M Buy
+120,268
New +$5.94M 0.03% 207

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return