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 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Arkadios Wealth Advisors's KB Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its KB Financial Group (KB) stake by 1.3% in Q1 2026, selling an estimated $6.73K and leaving 5,245 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #1091.

Arkadios Wealth Advisors first reported a position in KB in Q4 2019 and has held it in 9 quarters since. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

Arkadios Wealth Advisors held 5,245 shares of KB Financial Group worth $523K as of Q1 2026.
Arkadios Wealth Advisors sold 67 KB Financial Group shares in Q1 2026, an estimated $6.73K.
KB Financial Group made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1091 holding.
Arkadios Wealth Advisors first reported a position in KB Financial Group in Q4 2019 and has held it in 9 quarters since.
337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.