BA
KB icon

Bellwether Advisors’s KB Financial Group KB Stock Holding History

Bellwether 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
2022
Q2 		– Sell
-156
Closed -$7K – 489
2022
Q1 		$7K Hold
156
– – ﹤0.01% 333
2021
Q4 		$7K Hold
156
– – ﹤0.01% 358
2021
Q3 		$7K Buy
+156
New +$7.05K ﹤0.01% 333

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bellwether Advisors's KB Position: Q2 2022 in Review

Bellwether Advisors sold out of KB Financial Group (KB) in Q2 2022, closing a stake of 156 shares — an estimated $7K sold.

Bellwether Advisors first reported a position in KB in Q3 2021 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 171 funds tracked by Wall St. Rank hold KB as of Q2 2022.

  • Bellwether Advisors reported no remaining KB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Bellwether Advisors sold 156 KB Financial Group shares in Q2 2022, an estimated $7K.
  • Bellwether Advisors first reported a position in KB Financial Group in Q3 2021 and held it in 3 quarters.
  • Bellwether Advisors's KB Financial Group position peaked at $7K in Q1 2022.
  • 171 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2022.

Based on Bellwether Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.