AWM
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Abound Wealth Management’s KB Financial Group KB Stock Holding History

Abound Wealth Management’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 		$840 Hold
8
– – ﹤0.01% 847
2026
Q1 		$798 Sell
8
-6
-43% -$603 ﹤0.01% 1007
2025
Q4 		$1.21K Buy
14
+2
+17% +$169 ﹤0.01% 898
2025
Q3 		$995 Buy
12
+2
+20% +$164 ﹤0.01% 872
2025
Q2 		$826 Hold
10
– – ﹤0.01% 820
2025
Q1 		$542 Sell
10
-8
-44% -$462 ﹤0.01% 814
2024
Q4 		$1.02K Sell
18
-3
-14% -$194 ﹤0.01% 729
2024
Q3 		$1.3K Sell
21
-1
-5% -$62 ﹤0.01% 751
2024
Q2 		$1.25K Sell
22
-5
-19% -$272 ﹤0.01% 697
2024
Q1 		$1.41K Sell
27
-8
-23% -$378 ﹤0.01% 722
2023
Q4 		$1.45K Sell
35
-4
-10% -$162 ﹤0.01% 699
2023
Q3 		$1.6K Hold
39
– – ﹤0.01% 640
2023
Q2 		$1.42K Buy
+39
New +$1.44K ﹤0.01% 684

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

Abound Wealth Management's KB Position: Q2 2026 in Review

Abound Wealth Management held its KB Financial Group (KB) position steady in Q2 2026 at 8 shares worth $840. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Abound Wealth Management first reported a position in KB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.6K in Q3 2023. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Abound Wealth Management held 8 shares of KB Financial Group worth $840 as of Q2 2026.
  • Abound Wealth Management left its KB Financial Group share count unchanged in Q2 2026.
  • KB Financial Group made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #847 holding.
  • Abound Wealth Management first reported a position in KB Financial Group in Q2 2023 and has held it in 13 quarters since.
  • Abound Wealth Management's KB Financial Group position peaked at $1.6K in Q3 2023.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.