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Allworth Financial’s KB Financial Group KB Stock Holding History

Allworth Financial’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 		$267K Buy
2,546
+453
+22% +$47.9K ﹤0.01% 1321
2026
Q1 		$209K Buy
2,093
+574
+38% +$57.6K ﹤0.01% 1384
2025
Q4 		$131K Buy
1,519
+135
+10% +$11.4K ﹤0.01% 1584
2025
Q3 		$115K Buy
1,384
+86
+7% +$7.05K ﹤0.01% 1609
2025
Q2 		$107K Buy
1,298
+70
+6% +$4.73K ﹤0.01% 1504
2025
Q1 		$72.7K Sell
1,228
-4
-0.3% -$231 ﹤0.01% 1383
2024
Q4 		$76.7K Sell
1,232
-29
-2% -$1.87K ﹤0.01% 1382
2024
Q3 		$77.9K Sell
1,261
-27
-2% -$1.68K ﹤0.01% 1196
2024
Q2 		$77K Buy
1,288
+71
+6% +$3.86K ﹤0.01% 1178
2024
Q1 		$63.4K Buy
1,217
+31
+3% +$1.46K ﹤0.01% 1205
2023
Q4 		$49.1K Buy
1,186
+20
+2% +$810 ﹤0.01% 1212
2023
Q3 		$47.9K Buy
1,166
+648
+125% +$25.7K ﹤0.01% 1133
2023
Q2 		$18.9K Sell
518
-179
-26% -$6.6K ﹤0.01% 1581
2023
Q1 		$25.4K Buy
697
+309
+80% +$12.8K ﹤0.01% 1323
2022
Q4 		$15K Buy
388
+176
+83% +$6.35K ﹤0.01% 1518
2022
Q3 		$6K Sell
212
-149
-41% -$5.38K ﹤0.01% 1823
2022
Q2 		$13K Buy
+361
New +$16.4K ﹤0.01% 1451

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

Allworth Financial's KB Position: Q2 2026 in Review

Allworth Financial increased its KB Financial Group (KB) stake by 22% in Q2 2026, buying an estimated $47.9K and bringing the position to 2,546 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Allworth Financial first reported a position in KB in Q2 2022 and has held it in 17 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Allworth Financial held 2,546 shares of KB Financial Group worth $267K as of Q2 2026.
  • Allworth Financial bought 453 KB Financial Group shares in Q2 2026, an estimated $47.9K.
  • KB Financial Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1321 holding.
  • Allworth Financial first reported a position in KB Financial Group in Q2 2022 and has held it in 17 quarters since.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.