AssetMark Inc
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AssetMark Inc’s KB Financial Group KB Stock Holding History

AssetMark Inc’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 		$257K Buy
2,449
+1,313
+116% +$139K ﹤0.01% 1377
2026
Q1 		$113K Buy
1,136
+189
+20% +$19K ﹤0.01% 1501
2025
Q4 		$81.5K Buy
947
+79
+9% +$6.66K ﹤0.01% 1569
2025
Q3 		$72K Buy
868
+643
+286% +$52.7K ﹤0.01% 1520
2025
Q2 		$18.6K Buy
225
+124
+123% +$8.38K ﹤0.01% 1824
2025
Q1 		$5.46K Sell
101
-27
-21% -$1.56K ﹤0.01% 1977
2024
Q4 		$7.28K Buy
128
+45
+54% +$2.91K ﹤0.01% 1853
2024
Q3 		$5.13K Buy
83
+46
+124% +$2.86K ﹤0.01% 1729
2024
Q2 		$2.1K Buy
+37
New +$2.01K ﹤0.01% 1742
2023
Q1 		– Sell
-551
Closed -$21.3K – 1670
2022
Q4 		$21.3K Buy
551
+410
+291% +$14.8K ﹤0.01% 1192
2022
Q3 		$4K Sell
141
-390
-73% -$14.1K ﹤0.01% 1327
2022
Q2 		$20K Buy
531
+168
+46% +$7.63K ﹤0.01% 1120
2022
Q1 		$18K Buy
363
+90
+33% +$4.45K ﹤0.01% 1090
2021
Q4 		$13K Buy
273
+49
+22% +$2.33K ﹤0.01% 1121
2021
Q3 		$10K Sell
224
-9,392
-98% -$425K ﹤0.01% 1047
2021
Q2 		$474K Sell
9,616
-24,125
-72% -$1.2M ﹤0.01% 465
2021
Q1 		$1.67M Buy
33,741
+9,858
+41% +$410K 0.01% 315
2020
Q4 		$946K Buy
23,883
+6,906
+41% +$270K 0.01% 354
2020
Q3 		$545K Buy
16,977
+4,574
+37% +$142K ﹤0.01% 391
2020
Q2 		$345K Buy
12,403
+4,270
+53% +$117K ﹤0.01% 428
2020
Q1 		$221K Sell
8,133
-2,537
-24% -$85.9K ﹤0.01% 475
2019
Q4 		$441K Sell
10,670
-10,997
-51% -$421K ﹤0.01% 420
2019
Q3 		$774K Buy
21,667
+9,607
+80% +$338K 0.01% 335
2019
Q2 		$476K Buy
12,060
+1,788
+17% +$69.7K ﹤0.01% 360
2019
Q1 		$381K Buy
10,272
+425
+4% +$17K ﹤0.01% 376
2018
Q4 		$413K Sell
9,847
-29,129
-75% -$1.27M ﹤0.01% 361
2018
Q3 		$1.88M Buy
38,976
+159
+0.4% +$7.42K 0.02% 275
2018
Q2 		$1.8M Buy
38,817
+557
+1% +$29.4K 0.02% 274
2018
Q1 		$2.22M Sell
38,260
-63,834
-63% -$3.83M 0.02% 255
2017
Q4 		$5.97M Buy
102,094
+81,406
+393% +$4.32M 0.06% 195
2017
Q3 		$1.01M Buy
20,688
+19,579
+1,765% +$977K 0.01% 298
2017
Q2 		$56K Buy
1,109
+45
+4% +$2.09K ﹤0.01% 657
2017
Q1 		$47K Sell
1,064
-305
-22% -$12.6K ﹤0.01% 654
2016
Q4 		$48K Sell
1,369
-70
-5% -$2.52K ﹤0.01% 629
2016
Q3 		$49K Buy
1,439
+491
+52% +$16.1K ﹤0.01% 620
2016
Q2 		$27K Sell
948
-59
-6% -$1.71K ﹤0.01% 769
2016
Q1 		$28K Sell
1,007
-5
-0.5% -$128 ﹤0.01% 697
2015
Q4 		$28K Buy
+1,012
New +$30.6K ﹤0.01% 740

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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

AssetMark Inc's KB Position: Q2 2026 in Review

AssetMark Inc increased its KB Financial Group (KB) stake by 116% in Q2 2026, buying an estimated $139K and bringing the position to 2,449 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

AssetMark Inc first reported a position in KB in Q4 2015 and has held it in 38 quarters since. The position peaked at $5.97M in Q4 2017. 367 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • AssetMark Inc held 2,449 shares of KB Financial Group worth $257K as of Q2 2026.
  • AssetMark Inc bought 1,313 KB Financial Group shares in Q2 2026, an estimated $139K.
  • KB Financial Group made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1377 holding.
  • AssetMark Inc first reported a position in KB Financial Group in Q4 2015 and has held it in 38 quarters since.
  • AssetMark Inc's KB Financial Group position peaked at $5.97M in Q4 2017.
  • 367 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.