Basepoint Wealth’s KB Financial Group KB Stock Holding History

Basepoint 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	$3.28K	Hold	31	–	–	﹤0.01%	494
2026 Q1	$3.07K	Buy	31 +1	+3%	+$100	﹤0.01%	511
2025 Q4	$2.65K	Buy	+30	New	+$2.53K	﹤0.01%	500

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

Basepoint Wealth's KB Position: Q2 2026 in Review

Basepoint Wealth held its KB Financial Group (KB) position steady in Q2 2026 at 31 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Basepoint Wealth first reported a position in KB in Q4 2025 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

Basepoint Wealth held 31 shares of KB Financial Group worth $3.28K as of Q2 2026.
Basepoint Wealth left its KB Financial Group share count unchanged in Q2 2026.
KB Financial Group made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #494 holding.
Basepoint Wealth first reported a position in KB Financial Group in Q4 2025 and has held it in 3 quarters since.
368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.