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

Acumen 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 Q2	$11.5K	Hold	110	–	–	﹤0.01%	310
2026 Q1	$11K	Buy	+110	New	+$11K	﹤0.01%	295

Other funds holding KB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Acumen Wealth Advisors's KB Position: Q2 2026 in Review

Acumen Wealth Advisors held its KB Financial Group (KB) position steady in Q2 2026 at 110 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Acumen Wealth Advisors first reported a position in KB in Q1 2026 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

Acumen Wealth Advisors held 110 shares of KB Financial Group worth $11.5K as of Q2 2026.
Acumen Wealth Advisors left its KB Financial Group share count unchanged in Q2 2026.
KB Financial Group made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #310 holding.
Acumen Wealth Advisors first reported a position in KB Financial Group in Q1 2026 and has held it in 2 quarters since.
365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.