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Advisor Partners II’s KB Financial Group KB Stock Holding History

Advisor Partners II’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
2023
Q3 		$1.18M Buy
28,696
+4,310
+18% +$171K 0.05% 422
2023
Q2 		$888K Sell
24,386
-26
-0.1% -$959 0.04% 424
2023
Q1 		$889K Buy
24,412
+3,493
+17% +$144K 0.05% 374
2022
Q4 		$809K Buy
20,919
+5,026
+32% +$181K 0.05% 374
2022
Q3 		$479K Buy
+15,893
New +$574K 0.04% 467

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advisor Partners II's KB Position: Q3 2023 in Review

Advisor Partners II increased its KB Financial Group (KB) stake by 18% in Q3 2023, buying an estimated $171K and bringing the position to 28,696 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #422.

Advisor Partners II first reported a position in KB in Q3 2022 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold KB as of Q3 2023.

  • Advisor Partners II held 28,696 shares of KB Financial Group worth $1.18M as of Q3 2023.
  • Advisor Partners II bought 4,310 KB Financial Group shares in Q3 2023, an estimated $171K.
  • KB Financial Group made up 0.05% of Advisor Partners II's portfolio in Q3 2023, its #422 holding.
  • Advisor Partners II first reported a position in KB Financial Group in Q3 2022 and has held it in 5 quarters since.
  • 183 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.