AWM
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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
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

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

Aprio Wealth Management's KB Position: Q2 2026 in Review

Aprio Wealth Management increased its KB Financial Group (KB) stake by 0.88% in Q2 2026, buying an estimated $9.3K and bringing the position to 10,109 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #223.

Aprio Wealth Management first reported a position in KB in Q4 2023 and has held it in 11 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Aprio Wealth Management held 10,109 shares of KB Financial Group worth $1.06M as of Q2 2026.
  • Aprio Wealth Management bought 88 KB Financial Group shares in Q2 2026, an estimated $9.3K.
  • KB Financial Group made up 0.05% of Aprio Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Aprio Wealth Management first reported a position in KB Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.