Athena Wealth Management
KB icon

Athena Wealth Management’s KB Financial Group KB Stock Holding History

Athena Wealth Management’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
Q3 		$257K Sell
2,091
-24
-1% -$2.92K 0.18% 94
2026
Q2 		$222K Buy
2,115
+55
+3% +$5.81K 0.17% 100
2026
Q1 		$205K Buy
+2,060
New +$207K 0.17% 105

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Athena Wealth Management's KB Position: Q3 2026 in Review

Athena Wealth Management reduced its KB Financial Group (KB) stake by 1.1% in Q3 2026, selling an estimated $2.92K and leaving 2,091 shares worth $257K. The position accounts for 0.18% of the portfolio, ranked #94.

Athena Wealth Management first reported a position in KB in Q1 2026 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold KB as of Q3 2026.

  • Athena Wealth Management held 2,091 shares of KB Financial Group worth $257K as of Q3 2026.
  • Athena Wealth Management sold 24 KB Financial Group shares in Q3 2026, an estimated $2.92K.
  • KB Financial Group made up 0.18% of Athena Wealth Management's portfolio in Q3 2026, its #94 holding.
  • Athena Wealth Management first reported a position in KB Financial Group in Q1 2026 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.