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Aspen Grove Capital’s KB Financial Group KB Stock Holding History

Aspen Grove Capital’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 		$301K Buy
2,864
+78
+3% +$8.24K 0.04% 162
2026
Q1 		$281K Sell
2,786
-621
-18% -$62.4K 0.05% 145
2025
Q4 		$293K Sell
3,407
-1,348
-28% -$114K 0.05% 145
2025
Q3 		$394K Sell
4,755
-1,306
-22% -$107K 0.07% 111
2025
Q2 		$501K Buy
6,061
+33
+0.5% +$2.23K 0.09% 112
2025
Q1 		$329K Hold
6,028
– – 0.06% 150
2024
Q4 		$343K Buy
6,028
+39
+0.7% +$2.52K 0.07% 131
2024
Q3 		$370K Buy
5,989
+40
+0.7% +$2.48K 0.08% 125
2024
Q2 		$337K Buy
5,949
+31
+0.5% +$1.69K 0.08% 134
2024
Q1 		$317K Sell
5,918
-352
-6% -$16.6K 0.09% 137
2023
Q4 		$263K Buy
6,270
+1,082
+21% +$43.8K 0.08% 137
2023
Q3 		$213K Buy
+5,188
New +$206K 0.08% 149

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

Aspen Grove Capital's KB Position: Q2 2026 in Review

Aspen Grove Capital increased its KB Financial Group (KB) stake by 2.8% in Q2 2026, buying an estimated $8.24K and bringing the position to 2,864 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #162.

Aspen Grove Capital first reported a position in KB in Q3 2023 and has held it in 12 quarters since. The position peaked at $501K in Q2 2025. 366 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Aspen Grove Capital held 2,864 shares of KB Financial Group worth $301K as of Q2 2026.
  • Aspen Grove Capital bought 78 KB Financial Group shares in Q2 2026, an estimated $8.24K.
  • KB Financial Group made up 0.04% of Aspen Grove Capital's portfolio in Q2 2026, its #162 holding.
  • Aspen Grove Capital first reported a position in KB Financial Group in Q3 2023 and has held it in 12 quarters since.
  • Aspen Grove Capital's KB Financial Group position peaked at $501K in Q2 2025.
  • 366 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.