Arkadios Wealth Advisors’s KB Financial Group KB Stock Holding History

Arkadios Wealth 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	$543K	Sell	5,177 -68	-1%	-$7.18K	0.01%	1085
2026 Q1	$523K	Sell	5,245 -67	-1%	-$6.73K	0.01%	1091
2025 Q4	$457K	Buy	5,312 +697	+15%	+$58.7K	0.01%	1059
2025 Q3	$383K	Buy	+4,615	New	+$379K	0.01%	1065
2021 Q4	–	Sell	-884	Closed	-$41K	–	1219
2021 Q3	$41K	Buy	884 +370	+72%	+$16.7K	0.01%	949
2021 Q2	$25K	Sell	514 -52	-9%	-$2.6K	﹤0.01%	1187
2021 Q1	$27K	Buy	566 +182	+47%	+$7.57K	﹤0.01%	882
2020 Q4	$15K	Buy	+384	New	+$15K	﹤0.01%	842
2020 Q2	–	Sell	-49	Closed	-$1.33K	–	1057
2020 Q1	$1.33K	Hold	49	–	–	﹤0.01%	951
2019 Q4	$1.78K	Buy	+49	New	+$1.87K	﹤0.01%	833

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

Arkadios Wealth Advisors's KB Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its KB Financial Group (KB) stake by 1.3% in Q2 2026, selling an estimated $7.18K and leaving 5,177 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #1085.

Arkadios Wealth Advisors first reported a position in KB in Q4 2019 and has held it in 10 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

Arkadios Wealth Advisors held 5,177 shares of KB Financial Group worth $543K as of Q2 2026.
Arkadios Wealth Advisors sold 68 KB Financial Group shares in Q2 2026, an estimated $7.18K.
KB Financial Group made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1085 holding.
Arkadios Wealth Advisors first reported a position in KB Financial Group in Q4 2019 and has held it in 10 quarters since.
368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.