Aprio Wealth Management
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Aprio Wealth Management’s KB Financial Group KB Stock Holding History

Aprio Wealth Management’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
Q3 		$1.26M Buy
10,270
+161
+2% +$19.6K 0.06% 207
2026
Q2 		$1.06M Buy
10,109
+88
+0.9% +$9.3K 0.05% 223
2026
Q1 		$999K Sell
10,021
-186
-2% -$18.7K 0.05% 208
2025
Q4 		$878K Buy
10,207
+175
+2% +$14.7K 0.05% 218
2025
Q3 		$832K Buy
10,032
+181
+2% +$14.8K 0.08% 143
2025
Q2 		$814K Buy
9,851
+234
+2% +$15.8K 0.09% 126
2025
Q1 		$520K Buy
9,617
+446
+5% +$25.8K 0.07% 176
2024
Q4 		$522K Buy
9,171
+1,171
+15% +$75.6K 0.08% 132
2024
Q3 		$494K Buy
8,000
+868
+12% +$53.9K 0.08% 127
2024
Q2 		$404K Buy
7,132
+916
+15% +$49.8K 0.07% 124
2024
Q1 		$324K Buy
6,216
+1,029
+20% +$48.6K 0.06% 144
2023
Q4 		$215K Buy
+5,187
New +$210K 0.05% 176

Other funds holding KB

Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Aprio Wealth Management's KB Position: Q3 2026 in Review

Aprio Wealth Management increased its KB Financial Group (KB) stake by 1.6% in Q3 2026, buying an estimated $19.6K and bringing the position to 10,270 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #207.

Aprio Wealth Management first reported a position in KB in Q4 2023 and has held it in 12 quarters since. 314 funds tracked by Wall St. Rank hold KB as of Q3 2026.

  • Aprio Wealth Management held 10,270 shares of KB Financial Group worth $1.26M as of Q3 2026.
  • Aprio Wealth Management bought 161 KB Financial Group shares in Q3 2026, an estimated $19.6K.
  • KB Financial Group made up 0.06% of Aprio Wealth Management's portfolio in Q3 2026, its #207 holding.
  • Aprio Wealth Management first reported a position in KB Financial Group in Q4 2023 and has held it in 12 quarters since.
  • 314 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.