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Advisors Preferred’s KB Financial Group KB Stock Holding History

Advisors Preferred’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 		$801K Buy
8,028
+4,063
+102% +$408K 0.12% 115
2025
Q4 		$342K Sell
3,965
-712
-15% -$60K 0.06% 138
2025
Q3 		$391K Buy
+4,677
New +$384K 0.06% 150
2024
Q3 		– Sell
-831
Closed -$47.2K – 225
2024
Q2 		$47.2K Buy
+831
New +$45.2K 0.01% 150

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 Preferred's KB Position: Q1 2026 in Review

Advisors Preferred increased its KB Financial Group (KB) stake by 102% in Q1 2026, buying an estimated $408K and bringing the position to 8,028 shares worth $801K. The position accounts for 0.12% of the portfolio, ranked #115.

Advisors Preferred first reported a position in KB in Q2 2024 and has held it in 4 quarters since. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Advisors Preferred held 8,028 shares of KB Financial Group worth $801K as of Q1 2026.
  • Advisors Preferred bought 4,063 KB Financial Group shares in Q1 2026, an estimated $408K.
  • KB Financial Group made up 0.12% of Advisors Preferred's portfolio in Q1 2026, its #115 holding.
  • Advisors Preferred first reported a position in KB Financial Group in Q2 2024 and has held it in 4 quarters since.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.