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Advisory Research’s KB Financial Group KB Stock Holding History

Advisory Research’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 		$14.2M Buy
135,607
+4,994
+4% +$528K 1.42% 23
2026
Q1 		$13M Buy
130,613
+8,589
+7% +$862K 1.6% 23
2025
Q4 		$10.5M Buy
122,024
+1,514
+1% +$128K 1.32% 23
2025
Q3 		$9.99M Buy
120,510
+22,745
+23% +$1.87M 1.31% 24
2025
Q2 		$8.07M Buy
97,765
+5,067
+5% +$343K 1.24% 26
2025
Q1 		$5.02M Sell
92,698
-10,877
-11% -$628K 0.88% 31
2024
Q4 		$5.89M Sell
103,575
-1,307
-1% -$84.4K 0.98% 31
2024
Q3 		$6.48M Sell
104,882
-1,936
-2% -$120K 1.15% 30
2024
Q2 		$6.05M Sell
106,818
-84,133
-44% -$4.57M 1.14% 30
2024
Q1 		$9.94M Buy
190,951
+48,080
+34% +$2.27M 1.98% 17
2023
Q4 		$5.91M Sell
142,871
-28,683
-17% -$1.16M 0.91% 25
2023
Q3 		$7.05M Buy
171,554
+25,012
+17% +$991K 0.98% 22
2023
Q2 		$5.33M Buy
146,542
+44,368
+43% +$1.64M 0.68% 31
2023
Q1 		$3.72M Sell
102,174
-137,442
-57% -$5.68M 0.61% 39
2022
Q4 		$9.26M Sell
239,616
-9,359
-4% -$338K 0.87% 27
2022
Q3 		$7.5M Sell
248,975
-7,602
-3% -$275K 0.73% 30
2022
Q2 		$9.54M Buy
256,577
+2,990
+1% +$136K 0.93% 26
2022
Q1 		$12.4M Sell
253,587
-8,036
-3% -$397K 0.99% 25
2021
Q4 		$12.1M Sell
261,623
-4,161
-2% -$198K 0.95% 25
2021
Q3 		$12.3M Sell
265,784
-4,962
-2% -$224K 0.79% 39
2021
Q2 		$13.3M Buy
270,746
+54,376
+25% +$2.71M 0.88% 33
2021
Q1 		$10.7M Sell
216,370
-216,862
-50% -$9.02M 0.75% 44
2020
Q4 		$17.2M Buy
+433,232
New +$17M 1.26% 19
2018
Q4 		– Sell
-44,207
Closed -$2.13M – 378
2018
Q3 		$2.13M Hold
44,207
– – 0.03% 193
2018
Q2 		$2.06M Sell
44,207
-23,675
-35% -$1.25M 0.03% 210
2018
Q1 		$3.93M Buy
67,882
+24,237
+56% +$1.45M 0.07% 160
2017
Q4 		$2.55M Buy
43,645
+10,645
+32% +$565K 0.04% 194
2017
Q3 		$1.62M Buy
33,000
+23,000
+230% +$1.15M 0.03% 241
2017
Q2 		$505K Buy
+10,000
New +$465K 0.01% 364

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

Advisory Research's KB Position: Q2 2026 in Review

Advisory Research increased its KB Financial Group (KB) stake by 3.8% in Q2 2026, buying an estimated $528K and bringing the position to 135,607 shares worth $14.2M. The position accounts for 1.42% of the portfolio, ranked #23.

Advisory Research first reported a position in KB in Q2 2017 and has held it in 29 quarters since. The position peaked at $17.2M in Q4 2020. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Advisory Research held 135,607 shares of KB Financial Group worth $14.2M as of Q2 2026.
  • Advisory Research bought 4,994 KB Financial Group shares in Q2 2026, an estimated $528K.
  • KB Financial Group made up 1.42% of Advisory Research's portfolio in Q2 2026, its #23 holding.
  • Advisory Research first reported a position in KB Financial Group in Q2 2017 and has held it in 29 quarters since.
  • Advisory Research's KB Financial Group position peaked at $17.2M in Q4 2020.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.