AWM
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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
Q2 		$222K Buy
2,115
+55
+3% +$5.81K 0.17% 100
2026
Q1 		$205K Buy
+2,060
New +$207K 0.17% 105

Other funds holding KB

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Athena Wealth Management's KB Position: Q2 2026 in Review

Athena Wealth Management increased its KB Financial Group (KB) stake by 2.7% in Q2 2026, buying an estimated $5.81K and bringing the position to 2,115 shares worth $222K. The position accounts for 0.17% of the portfolio, ranked #100.

Athena Wealth Management first reported a position in KB in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Athena Wealth Management held 2,115 shares of KB Financial Group worth $222K as of Q2 2026.
  • Athena Wealth Management bought 55 KB Financial Group shares in Q2 2026, an estimated $5.81K.
  • KB Financial Group made up 0.17% of Athena Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Athena Wealth Management first reported a position in KB Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.