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

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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. 44 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.
  • 44 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.