Bank Julius Baer & Co’s KB Financial Group KB Stock Holding History

Bank Julius Baer & Co’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	$2.23M	Buy	21,918 +588	+3%	+$62.1K	0.01%	324
2026 Q1	$2.13M	Sell	21,330 -1,520	-7%	-$153K	0.01%	306
2025 Q4	$1.97M	Sell	22,850 -331	-1%	-$27.9K	0.01%	326
2025 Q3	$1.92M	Buy	23,181 +223	+1%	+$18.3K	0.01%	332
2025 Q2	$1.9M	Sell	22,958 -447	-2%	-$30.2K	0.01%	303
2025 Q1	$1.27M	Buy	23,405 +1,162	+5%	+$67.1K	﹤0.01%	305
2024 Q4	$1.4M	Buy	+22,243	New	+$1.44M	﹤0.01%	292

Other funds holding KB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Bank Julius Baer & Co's KB Position: Q2 2026 in Review

Bank Julius Baer & Co increased its KB Financial Group (KB) stake by 2.8% in Q2 2026, buying an estimated $62.1K and bringing the position to 21,918 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #324.

Bank Julius Baer & Co first reported a position in KB in Q4 2024 and has held it in 7 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

Bank Julius Baer & Co held 21,918 shares of KB Financial Group worth $2.23M as of Q2 2026.
Bank Julius Baer & Co bought 588 KB Financial Group shares in Q2 2026, an estimated $62.1K.
KB Financial Group made up 0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #324 holding.
Bank Julius Baer & Co first reported a position in KB Financial Group in Q4 2024 and has held it in 7 quarters since.
368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.