AWM
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Avior Wealth Management’s KB Financial Group KB Stock Holding History

Avior 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 		– Sell
-2,152
Closed -$215K – 848
2026
Q1 		$215K Buy
+2,152
New +$216K 0.01% 785
2025
Q1 		– Sell
-2,687
Closed -$153K – 1587
2024
Q4 		$153K Sell
2,687
-4
-0.1% -$258 0.01% 786
2024
Q3 		$166K Sell
2,691
-12
-0.4% -$746 0.01% 747
2024
Q2 		$153K Sell
2,703
-1,235
-31% -$67.1K 0.01% 747
2024
Q1 		$205K Buy
3,938
+3,896
+9,276% +$184K 0.01% 703
2023
Q4 		$1.74K Sell
42
-8
-16% -$324 ﹤0.01% 1322
2023
Q3 		$2.06K Hold
50
– – ﹤0.01% 1380
2023
Q2 		$1.82K Buy
+50
New +$1.84K ﹤0.01% 1360
2020
Q2 		– Sell
-51
Closed -$1K – 950
2020
Q1 		$1K Hold
51
– – ﹤0.01% 730
2019
Q4 		$2K Hold
51
– – ﹤0.01% 721
2019
Q3 		$1K Hold
51
– – ﹤0.01% 727
2019
Q2 		$2K Buy
+51
New +$1.99K ﹤0.01% 731

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

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

Avior Wealth Management sold out of KB Financial Group (KB) in Q2 2026, closing a stake of 2,152 shares — an estimated $215K sold.

Avior Wealth Management first reported a position in KB in Q2 2019 and held it in 12 quarters. The position peaked at $215K in Q1 2026. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Avior Wealth Management reported no remaining KB Financial Group position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 2,152 KB Financial Group shares in Q2 2026, an estimated $215K.
  • Avior Wealth Management first reported a position in KB Financial Group in Q2 2019 and held it in 12 quarters.
  • Avior Wealth Management's KB Financial Group position peaked at $215K in Q1 2026.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.