Asset Dedication LLC’s KB Financial Group KB Stock Holding History

Asset Dedication LLC’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	$2.1K	Hold	20	–	–	﹤0.01%	1032
2026 Q1	$2K	Hold	20	–	–	﹤0.01%	967
2025 Q4	$1.72K	Hold	20	–	–	﹤0.01%	1014
2025 Q3	$1.66K	Hold	20	–	–	﹤0.01%	1027
2025 Q2	$1.65K	Hold	20	–	–	﹤0.01%	1046
2025 Q1	$1.08K	Buy	+20	New	+$1.16K	﹤0.01%	1015
2018 Q3	–	Sell	-1	Closed	–	–	701
2018 Q2	$0	Buy	+1	New	+$53	﹤0.01%	679

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

Asset Dedication LLC's KB Position: Q2 2026 in Review

Asset Dedication LLC held its KB Financial Group (KB) position steady in Q2 2026 at 20 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Asset Dedication LLC first reported a position in KB in Q2 2018 and has held it in 7 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

Asset Dedication LLC held 20 shares of KB Financial Group worth $2.1K as of Q2 2026.
Asset Dedication LLC left its KB Financial Group share count unchanged in Q2 2026.
KB Financial Group made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #1032 holding.
Asset Dedication LLC first reported a position in KB Financial Group in Q2 2018 and has held it in 7 quarters since.
365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.