AI
KB icon

Atria Investments’s KB Financial Group KB Stock Holding History

Atria Investments’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 		$1.61M Buy
15,377
+1,480
+11% +$156K 0.02% 867
2026
Q1 		$1.39M Buy
13,897
+1,984
+17% +$199K 0.02% 885
2025
Q4 		$1.02M Buy
11,913
+455
+4% +$38.3K 0.01% 1047
2025
Q3 		$950K Buy
11,458
+1,877
+20% +$154K 0.01% 1081
2025
Q2 		$791K Buy
9,581
+3,319
+53% +$224K 0.01% 1169
2025
Q1 		$339K Buy
6,262
+906
+17% +$52.3K ﹤0.01% 1557
2024
Q4 		$305K Sell
5,356
-173
-3% -$11.2K ﹤0.01% 1586
2024
Q3 		$341K Sell
5,529
-3,751
-40% -$233K ﹤0.01% 1548
2024
Q2 		$525K Buy
+9,280
New +$504K 0.01% 1272
2022
Q2 		– Sell
-25,714
Closed -$1.26M – 818
2022
Q1 		$1.26M Buy
+25,714
New +$1.27M 0.02% 749
2020
Q2 		– Sell
-8,573
Closed -$233K – 671
2020
Q1 		$233K Buy
8,573
+2,401
+39% +$81.3K 0.02% 489
2019
Q4 		$255K Buy
+6,172
New +$236K 0.01% 1037
2018
Q3 		– Sell
-11,765
Closed -$547K – 1014
2018
Q2 		$547K Buy
11,765
+1,451
+14% +$76.6K 0.02% 539
2018
Q1 		$598K Buy
10,314
+507
+5% +$30.4K 0.03% 471
2017
Q4 		$574K Buy
9,807
+765
+8% +$40.6K 0.03% 459
2017
Q3 		$443K Buy
9,042
+1,013
+13% +$50.5K 0.02% 484
2017
Q2 		$405K Buy
+8,029
New +$374K 0.02% 482

Other funds holding KB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

Atria Investments's KB Position: Q2 2026 in Review

Atria Investments increased its KB Financial Group (KB) stake by 11% in Q2 2026, buying an estimated $156K and bringing the position to 15,377 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #867.

Atria Investments first reported a position in KB in Q2 2017 and has held it in 17 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Atria Investments held 15,377 shares of KB Financial Group worth $1.61M as of Q2 2026.
  • Atria Investments bought 1,480 KB Financial Group shares in Q2 2026, an estimated $156K.
  • KB Financial Group made up 0.02% of Atria Investments's portfolio in Q2 2026, its #867 holding.
  • Atria Investments first reported a position in KB Financial Group in Q2 2017 and has held it in 17 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.