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Advisors Asset Management’s KB Financial Group KB Stock Holding History

Advisors Asset 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 		$3.03M Buy
28,888
+672
+2% +$71K 0.05% 492
2026
Q1 		$2.81M Buy
28,216
+6,925
+33% +$695K 0.05% 493
2025
Q4 		$1.83M Buy
21,291
+1,986
+10% +$167K 0.03% 618
2025
Q3 		$1.6M Buy
19,305
+4,509
+30% +$370K 0.03% 660
2025
Q2 		$1.22M Buy
14,796
+726
+5% +$49.1K 0.02% 716
2025
Q1 		$761K Sell
14,070
-1,542
-10% -$89K 0.01% 832
2024
Q4 		$888K Buy
15,612
+780
+5% +$50.4K 0.02% 773
2024
Q3 		$916K Sell
14,832
-3,688
-20% -$229K 0.02% 758
2024
Q2 		$1.05M Buy
18,520
+18
+0.1% +$979 0.02% 713
2024
Q1 		$963K Sell
18,502
-8,842
-32% -$417K 0.02% 746
2023
Q4 		$1.13M Sell
27,344
-436
-2% -$17.6K 0.02% 695
2023
Q3 		$1.14M Buy
27,780
+865
+3% +$34.3K 0.02% 688
2023
Q2 		$980K Buy
26,915
+2,174
+9% +$80.2K 0.02% 743
2023
Q1 		$901K Buy
24,741
+3,181
+15% +$131K 0.02% 792
2022
Q4 		$834K Buy
21,560
+2,684
+14% +$96.9K 0.02% 808
2022
Q3 		$569K Buy
18,876
+3,918
+26% +$142K 0.01% 900
2022
Q2 		$556K Buy
14,958
+4,602
+44% +$209K 0.01% 919
2022
Q1 		$506K Buy
10,356
+7,164
+224% +$354K 0.01% 1006
2021
Q4 		$147K Buy
3,192
+1,906
+148% +$90.6K ﹤0.01% 1305
2021
Q3 		$60K Sell
1,286
-2,269
-64% -$103K ﹤0.01% 1349
2021
Q2 		$175K Buy
3,555
+545
+18% +$27.2K ﹤0.01% 1222
2021
Q1 		$149K Sell
3,010
-14
-0.5% -$582 ﹤0.01% 1270
2020
Q4 		$120K Sell
3,024
-3
-0.1% -$117 ﹤0.01% 1328
2020
Q3 		$97.2K Buy
3,027
+356
+13% +$11K ﹤0.01% 1310
2020
Q2 		$74.3K Buy
+2,671
New +$73K ﹤0.01% 1353
2013
Q3 		– Sell
-1,348
Closed -$40K – 1765
2013
Q2 		$40K Buy
+1,348
New +$43.1K ﹤0.01% 1600

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

Advisors Asset Management's KB Position: Q2 2026 in Review

Advisors Asset Management increased its KB Financial Group (KB) stake by 2.4% in Q2 2026, buying an estimated $71K and bringing the position to 28,888 shares worth $3.03M. The position accounts for 0.05% of the portfolio, ranked #492.

Advisors Asset Management first reported a position in KB in Q2 2013 and has held it in 26 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Advisors Asset Management held 28,888 shares of KB Financial Group worth $3.03M as of Q2 2026.
  • Advisors Asset Management bought 672 KB Financial Group shares in Q2 2026, an estimated $71K.
  • KB Financial Group made up 0.05% of Advisors Asset Management's portfolio in Q2 2026, its #492 holding.
  • Advisors Asset Management first reported a position in KB Financial Group in Q2 2013 and has held it in 26 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.