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Altrinsic Global Advisors’s KB Financial Group KB Stock Holding History

Altrinsic Global Advisors’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
2025
Q4 		– Sell
-26,809
Closed -$2.22M – 47
2025
Q3 		$2.22M Sell
26,809
-28,002
-51% -$2.3M 0.08% 39
2025
Q2 		$4.53M Sell
54,811
-134
-0.2% -$9.06K 0.16% 39
2025
Q1 		$2.97M Sell
54,945
-1,959
-3% -$113K 0.15% 39
2024
Q4 		$3.24M Sell
56,904
-21,635
-28% -$1.4M 0.16% 40
2024
Q3 		$4.85M Sell
78,539
-8,345
-10% -$518K 0.21% 38
2024
Q2 		$4.92M Sell
86,884
-8,170
-9% -$444K 0.22% 39
2024
Q1 		$4.95M Sell
95,054
-11,346
-11% -$535K 0.22% 36
2023
Q4 		$4.4M Sell
106,400
-5,420
-5% -$219K 0.19% 38
2023
Q3 		$4.6M Buy
111,820
+35,692
+47% +$1.41M 0.18% 40
2023
Q2 		$2.77M Buy
76,128
+8,682
+13% +$320K 0.11% 39
2023
Q1 		$2.46M Buy
67,446
+1,362
+2% +$56.2K 0.1% 44
2022
Q4 		$2.55M Buy
66,084
+1,300
+2% +$46.9K 0.11% 41
2022
Q3 		$1.95M Sell
64,784
-176
-0.3% -$6.36K 0.09% 41
2022
Q2 		$2.42M Sell
64,960
-128,180
-66% -$5.82M 0.1% 42
2022
Q1 		$9.43M Sell
193,140
-35,273
-15% -$1.74M 0.33% 41
2021
Q4 		$10.5M Sell
228,413
-19,171
-8% -$911K 0.34% 44
2021
Q3 		$11.5M Buy
247,584
+61,167
+33% +$2.77M 0.34% 46
2021
Q2 		$9.19M Buy
186,417
+112,798
+153% +$5.63M 0.28% 46
2021
Q1 		$3.64M Buy
73,619
+9,313
+14% +$387K 0.11% 55
2020
Q4 		$2.55M Sell
64,306
-20,464
-24% -$801K 0.09% 54
2020
Q3 		$2.72M Sell
84,770
-6,606
-7% -$205K 0.11% 49
2020
Q2 		$2.54M Hold
91,376
– – 0.11% 51
2020
Q1 		$2.48M Buy
91,376
+2,079
+2% +$70.4K 0.14% 48
2019
Q4 		$3.69M Buy
89,297
+7,030
+9% +$269K 0.16% 44
2019
Q3 		$2.94M Hold
82,267
– – 0.13% 48
2019
Q2 		$3.25M Buy
+82,267
New +$3.21M 0.15% 48
2017
Q4 		– Sell
-476,714
Closed -$23.4M – 85
2017
Q3 		$23.4M Sell
476,714
-51,323
-10% -$2.56M 0.88% 35
2017
Q2 		$26.7M Sell
528,037
-11,534
-2% -$537K 0.96% 33
2017
Q1 		$23.7M Sell
539,571
-781,072
-59% -$32.2M 0.81% 39
2016
Q4 		$46.6M Sell
1,320,643
-82,970
-6% -$2.98M 1.73% 18
2016
Q3 		$48M Sell
1,403,613
-1,225,065
-47% -$40.1M 1.76% 19
2016
Q2 		$74.8M Sell
2,628,678
-132,885
-5% -$3.86M 2.11% 14
2016
Q1 		$76.2M Sell
2,761,563
-26,758
-1% -$683K 2.13% 14
2015
Q4 		$77.7M Sell
2,788,321
-387,679
-12% -$11.7M 2.02% 20
2015
Q3 		$93.3M Sell
3,176,000
-63,679
-2% -$1.93M 2.17% 16
2015
Q2 		$106M Sell
3,239,679
-72,069
-2% -$2.6M 2.18% 19
2015
Q1 		$116M Buy
3,311,748
+715,192
+28% +$24.4M 2.53% 17
2014
Q4 		$84.7M Buy
2,596,556
+1,593,920
+159% +$57.2M 1.75% 22
2014
Q3 		$36.3M Buy
1,002,636
+982,948
+4,993% +$37.4M 0.69% 42
2014
Q2 		$684K Buy
19,688
+4,367
+29% +$152K 0.01% 81
2014
Q1 		$539K Hold
15,321
– – 0.01% 83
2013
Q4 		$621K Hold
15,321
– – 0.01% 79
2013
Q3 		$537K Hold
15,321
– – 0.01% 80
2013
Q2 		$454K Buy
+15,321
New +$490K 0.01% 76

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Altrinsic Global Advisors's KB Position: Q4 2025 in Review

Altrinsic Global Advisors sold out of KB Financial Group (KB) in Q4 2025, closing a stake of 26,809 shares — an estimated $2.22M sold.

Altrinsic Global Advisors first reported a position in KB in Q2 2013 and held it in 44 quarters. The position peaked at $116M in Q1 2015. 296 funds tracked by Wall St. Rank hold KB as of Q4 2025.

  • Altrinsic Global Advisors reported no remaining KB Financial Group position as of Q4 2025 after selling out during the quarter.
  • Altrinsic Global Advisors sold 26,809 KB Financial Group shares in Q4 2025, an estimated $2.22M.
  • Altrinsic Global Advisors first reported a position in KB Financial Group in Q2 2013 and held it in 44 quarters.
  • Altrinsic Global Advisors's KB Financial Group position peaked at $116M in Q1 2015.
  • 296 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2025.

Based on Altrinsic Global Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.