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Bell Investment Advisors’s KB Financial Group KB Stock Holding History

Bell Investment Advisors’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
Q1 		$47.6K Buy
477
+108
+29% +$10.8K 0.01% 254
2025
Q4 		$31.7K Buy
369
+135
+58% +$11.4K 0.01% 325
2025
Q3 		$19.4K Sell
234
-48
-17% -$3.94K ﹤0.01% 416
2025
Q2 		$23.3K Sell
282
-17
-6% -$1.15K ﹤0.01% 385
2025
Q1 		$16.2K Hold
299
– – ﹤0.01% 445
2024
Q4 		$17K Sell
299
-28
-9% -$1.81K ﹤0.01% 436
2024
Q3 		$20.2K Hold
327
– – ﹤0.01% 399
2024
Q2 		$18.5K Buy
327
+57
+21% +$3.1K ﹤0.01% 412
2024
Q1 		$14.1K Sell
270
-2
-0.7% -$94 ﹤0.01% 466
2023
Q4 		$11.3K Sell
272
-3
-1% -$121 ﹤0.01% 513
2023
Q3 		$11.3K Sell
275
-6
-2% -$238 ﹤0.01% 465
2023
Q2 		$10.2K Buy
281
+140
+99% +$5.16K ﹤0.01% 506
2023
Q1 		$5.14K Sell
141
-98
-41% -$4.05K ﹤0.01% 774
2022
Q4 		$9.24K Sell
239
-15
-6% -$541 ﹤0.01% 515
2022
Q3 		$8K Buy
254
+11
+5% +$398 ﹤0.01% 492
2022
Q2 		$9K Buy
+243
New +$11K ﹤0.01% 459
2021
Q4 		$17K Buy
363
+181
+99% +$8.6K ﹤0.01% 351
2021
Q3 		$8K Buy
+182
New +$8.23K ﹤0.01% 521

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return