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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
Q2 		$62.5K Buy
595
+118
+25% +$12.5K 0.01% 241
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

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

Bell Investment Advisors's KB Position: Q2 2026 in Review

Bell Investment Advisors increased its KB Financial Group (KB) stake by 25% in Q2 2026, buying an estimated $12.5K and bringing the position to 595 shares worth $62.5K. The position accounts for 0.01% of the portfolio, ranked #241.

Bell Investment Advisors first reported a position in KB in Q3 2021 and has held it in 19 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Bell Investment Advisors held 595 shares of KB Financial Group worth $62.5K as of Q2 2026.
  • Bell Investment Advisors bought 118 KB Financial Group shares in Q2 2026, an estimated $12.5K.
  • KB Financial Group made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #241 holding.
  • Bell Investment Advisors first reported a position in KB Financial Group in Q3 2021 and has held it in 19 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.