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 Q3	$1.25M	Sell	10,154 -1,258	-11%	-$153K	0.06%	199
2026 Q2	$1.2M	Buy	11,412 +3,915	+52%	+$414K	0.06%	209
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	-2,463	Closed	-$120K	–	525
2022 Q1	$120K	Buy	+2,463	New	+$122K	0.03%	243

Other funds holding KB

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aaron Wealth Advisors's KB Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its KB Financial Group (KB) stake by 11% in Q3 2026, selling an estimated $153K and leaving 10,154 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #199.

Aaron Wealth Advisors first reported a position in KB in Q1 2022 and has held it in 11 quarters since. 26 funds tracked by Wall St. Rank hold KB as of Q3 2026.

Aaron Wealth Advisors held 10,154 shares of KB Financial Group worth $1.25M as of Q3 2026.
Aaron Wealth Advisors sold 1,258 KB Financial Group shares in Q3 2026, an estimated $153K.
KB Financial Group made up 0.06% of Aaron Wealth Advisors's portfolio in Q3 2026, its #199 holding.
Aaron Wealth Advisors first reported a position in KB Financial Group in Q1 2022 and has held it in 11 quarters since.
26 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.