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Abacus Wealth Partners’s KB Financial Group KB Stock Holding History

Abacus Wealth Partners’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 		$2.26M Sell
21,493
-7,418
-26% -$784K 0.24% 30
2026
Q1 		$2.88M Buy
28,911
+152
+0.5% +$15.3K 0.26% 29
2025
Q4 		$2.47M Buy
+28,759
New +$2.42M 0.24% 35

Other funds holding KB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
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
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

Abacus Wealth Partners's KB Position: Q2 2026 in Review

Abacus Wealth Partners reduced its KB Financial Group (KB) stake by 26% in Q2 2026, selling an estimated $784K and leaving 21,493 shares worth $2.26M. The position accounts for 0.24% of the portfolio, ranked #30.

Abacus Wealth Partners first reported a position in KB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.88M in Q1 2026. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Abacus Wealth Partners held 21,493 shares of KB Financial Group worth $2.26M as of Q2 2026.
  • Abacus Wealth Partners sold 7,418 KB Financial Group shares in Q2 2026, an estimated $784K.
  • KB Financial Group made up 0.24% of Abacus Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • Abacus Wealth Partners first reported a position in KB Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's KB Financial Group position peaked at $2.88M in Q1 2026.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.