AAM
KB icon

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
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% 694
2023
Q3 		$1.14M Buy
27,780
+865
+3% +$34.3K 0.02% 687
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% 791
2022
Q4 		$834K Buy
21,560
+2,684
+14% +$96.9K 0.02% 807
2022
Q3 		$569K Buy
18,876
+3,918
+26% +$142K 0.01% 897
2022
Q2 		$556K Buy
14,958
+4,602
+44% +$209K 0.01% 916
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% 1306
2021
Q3 		$60K Sell
1,286
-2,269
-64% -$103K ﹤0.01% 1348
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% 1268
2020
Q4 		$120K Sell
3,024
-3
-0.1% -$117 ﹤0.01% 1327
2020
Q3 		$97K Buy
3,027
+356
+13% +$11K ﹤0.01% 1310
2020
Q2 		$74K 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

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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

Advisors Asset Management's KB Position: Q1 2026 in Review

Advisors Asset Management increased its KB Financial Group (KB) stake by 33% in Q1 2026, buying an estimated $695K and bringing the position to 28,216 shares worth $2.81M. The position accounts for 0.05% of the portfolio, ranked #493.

Advisors Asset Management first reported a position in KB in Q2 2013 and has held it in 25 quarters since. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Advisors Asset Management held 28,216 shares of KB Financial Group worth $2.81M as of Q1 2026.
  • Advisors Asset Management bought 6,925 KB Financial Group shares in Q1 2026, an estimated $695K.
  • KB Financial Group made up 0.05% of Advisors Asset Management's portfolio in Q1 2026, its #493 holding.
  • Advisors Asset Management first reported a position in KB Financial Group in Q2 2013 and has held it in 25 quarters since.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.