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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
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

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return