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Ballentine Partners’s KB Financial Group KB Stock Holding History

Ballentine Partners’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 		$3.7M Buy
35,233
+7,905
+29% +$835K 0.05% 139
2026
Q1 		$2.73M Buy
27,328
+2,961
+12% +$297K 0.04% 161
2025
Q4 		$2.1M Buy
24,367
+433
+2% +$36.5K 0.03% 186
2025
Q3 		$1.98M Sell
23,934
-513
-2% -$42.1K 0.03% 197
2025
Q2 		$2.02M Buy
24,447
+3,375
+16% +$228K 0.03% 194
2025
Q1 		$1.14M Sell
21,072
-2,240
-10% -$129K 0.02% 264
2024
Q4 		$1.33M Buy
23,312
+685
+3% +$44.3K 0.02% 238
2024
Q3 		$1.4M Buy
22,627
+305
+1% +$18.9K 0.02% 225
2024
Q2 		$1.26M Buy
22,322
+1,695
+8% +$92.1K 0.02% 222
2024
Q1 		$1.07M Buy
20,627
+4,238
+26% +$200K 0.02% 233
2023
Q4 		$678K Buy
16,389
+1,464
+10% +$59.3K 0.01% 298
2023
Q3 		$614K Buy
14,925
+2,242
+18% +$88.9K 0.01% 275
2023
Q2 		$462K Buy
12,683
+4,698
+59% +$173K 0.01% 334
2023
Q1 		$291K Buy
7,985
+113
+1% +$4.67K 0.01% 424
2022
Q4 		$304K Buy
7,872
+468
+6% +$16.9K 0.01% 379
2022
Q3 		$223K Buy
7,404
+40
+0.5% +$1.45K 0.01% 414
2022
Q2 		$273K Sell
7,364
-29
-0.4% -$1.32K 0.01% 342
2022
Q1 		$361K Sell
7,393
-315
-4% -$15.6K 0.01% 313
2021
Q4 		$356K Buy
7,708
+56
+0.7% +$2.66K 0.01% 337
2021
Q3 		$355K Buy
7,652
+364
+5% +$16.5K 0.01% 298
2021
Q2 		$359K Buy
7,288
+22
+0.3% +$1.1K 0.01% 288
2021
Q1 		$359K Buy
7,266
+176
+2% +$7.32K 0.01% 273
2020
Q4 		$281K Hold
7,090
– – 0.01% 298
2020
Q3 		$227K Buy
+7,090
New +$220K 0.01% 341

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

Ballentine Partners's KB Position: Q2 2026 in Review

Ballentine Partners increased its KB Financial Group (KB) stake by 29% in Q2 2026, buying an estimated $835K and bringing the position to 35,233 shares worth $3.7M. The position accounts for 0.05% of the portfolio, ranked #139.

Ballentine Partners first reported a position in KB in Q3 2020 and has held it in 24 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Ballentine Partners held 35,233 shares of KB Financial Group worth $3.7M as of Q2 2026.
  • Ballentine Partners bought 7,905 KB Financial Group shares in Q2 2026, an estimated $835K.
  • KB Financial Group made up 0.05% of Ballentine Partners's portfolio in Q2 2026, its #139 holding.
  • Ballentine Partners first reported a position in KB Financial Group in Q3 2020 and has held it in 24 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.