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Aventura Private Wealth’s KB Financial Group KB Stock Holding History

Aventura Private Wealth’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 		$9.87K Buy
94
+49
+109% +$5.18K ﹤0.01% 596
2026
Q1 		$4.49K Hold
45
– – ﹤0.01% 669
2025
Q4 		$3.87K Hold
45
– – ﹤0.01% 628
2025
Q3 		$3.73K Hold
45
– – ﹤0.01% 619
2025
Q2 		$3.72K Sell
45
-170
-79% -$11.5K ﹤0.01% 570
2025
Q1 		$11.6K Hold
215
– – 0.01% 430
2024
Q4 		$12.2K Buy
+215
New +$13.9K 0.01% 411

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

Aventura Private Wealth's KB Position: Q2 2026 in Review

Aventura Private Wealth increased its KB Financial Group (KB) stake by 109% in Q2 2026, buying an estimated $5.18K and bringing the position to 94 shares worth $9.87K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Aventura Private Wealth first reported a position in KB in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.2K in Q4 2024. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Aventura Private Wealth held 94 shares of KB Financial Group worth $9.87K as of Q2 2026.
  • Aventura Private Wealth bought 49 KB Financial Group shares in Q2 2026, an estimated $5.18K.
  • KB Financial Group made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #596 holding.
  • Aventura Private Wealth first reported a position in KB Financial Group in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's KB Financial Group position peaked at $12.2K in Q4 2024.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.