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Ascent Group’s KB Financial Group KB Stock Holding History

Ascent Group’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 		$238K Buy
2,272
+181
+9% +$19.1K 0.01% 732
2026
Q1 		$209K Sell
2,091
-1,265
-38% -$127K 0.01% 719
2025
Q4 		$289K Sell
3,356
-45
-1% -$3.79K 0.01% 623
2025
Q3 		$282K Buy
3,401
+140
+4% +$11.5K 0.01% 617
2025
Q2 		$269K Buy
+3,261
New +$221K 0.01% 602

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

Ascent Group's KB Position: Q2 2026 in Review

Ascent Group increased its KB Financial Group (KB) stake by 8.7% in Q2 2026, buying an estimated $19.1K and bringing the position to 2,272 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #732.

Ascent Group first reported a position in KB in Q2 2025 and has held it in 5 quarters since. The position peaked at $289K in Q4 2025. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Ascent Group held 2,272 shares of KB Financial Group worth $238K as of Q2 2026.
  • Ascent Group bought 181 KB Financial Group shares in Q2 2026, an estimated $19.1K.
  • KB Financial Group made up 0.01% of Ascent Group's portfolio in Q2 2026, its #732 holding.
  • Ascent Group first reported a position in KB Financial Group in Q2 2025 and has held it in 5 quarters since.
  • Ascent Group's KB Financial Group position peaked at $289K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.