Annis Gardner Whiting Capital Advisors’s KB Financial Group KB Stock Holding History

Annis Gardner Whiting Capital 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
2026 Q2	–	Sell	-148	Closed	-$14.8K	–	828
2026 Q1	$14.8K	Hold	148	–	–	﹤0.01%	804
2025 Q4	$12.7K	Buy	+148	New	+$12.5K	﹤0.01%	726
2025 Q3	–	Sell	-148	Closed	-$12.2K	–	1328
2025 Q2	$12.2K	Buy	+148	New	+$10K	﹤0.01%	664
2024 Q3	–	Sell	-111	Closed	-$6.28K	–	852
2024 Q2	$6.28K	Buy	+111	New	+$6.03K	﹤0.01%	745

Other funds holding KB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Annis Gardner Whiting Capital Advisors's KB Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of KB Financial Group (KB) in Q2 2026, closing a stake of 148 shares — an estimated $14.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in KB in Q2 2024 and held it in 4 quarters. The position peaked at $14.8K in Q1 2026. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining KB Financial Group position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 148 KB Financial Group shares in Q2 2026, an estimated $14.8K.
Annis Gardner Whiting Capital Advisors first reported a position in KB Financial Group in Q2 2024 and held it in 4 quarters.
Annis Gardner Whiting Capital Advisors's KB Financial Group position peaked at $14.8K in Q1 2026.
368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.