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Adero Partners’s KB Financial Group KB Stock Holding History

Adero 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
2025
Q1 		$252K Sell
4,656
-883
-16% -$51K 0.02% 206
2024
Q4 		$315K Buy
5,539
+442
+9% +$28.6K 0.02% 169
2024
Q3 		$315K Buy
5,097
+295
+6% +$18.3K 0.02% 164
2024
Q2 		$272K Buy
4,802
+193
+4% +$10.5K 0.02% 168
2024
Q1 		$240K Buy
+4,609
New +$217K 0.02% 172

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Adero Partners's KB Position: Q1 2025 in Review

Adero Partners reduced its KB Financial Group (KB) stake by 16% in Q1 2025, selling an estimated $51K and leaving 4,656 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #206.

Adero Partners first reported a position in KB in Q1 2024 and has held it in 5 quarters since. The position peaked at $315K in Q4 2024. 239 funds tracked by Wall St. Rank hold KB as of Q1 2025.

  • Adero Partners held 4,656 shares of KB Financial Group worth $252K as of Q1 2025.
  • Adero Partners sold 883 KB Financial Group shares in Q1 2025, an estimated $51K.
  • KB Financial Group made up 0.02% of Adero Partners's portfolio in Q1 2025, its #206 holding.
  • Adero Partners first reported a position in KB Financial Group in Q1 2024 and has held it in 5 quarters since.
  • Adero Partners's KB Financial Group position peaked at $315K in Q4 2024.
  • 239 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.