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

Other funds holding KB

Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

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. 65 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.
  • 65 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.