BFEC
KB icon

Benjamin F. Edwards & Company’s KB Financial Group KB Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$44K Buy
779
+310
+66% +$16.9K ﹤0.01% 1365
2024
Q1 		$24K Sell
469
-54
-10% -$2.55K ﹤0.01% 1476
2023
Q4 		$22K Buy
523
+238
+84% +$9.63K ﹤0.01% 1466
2023
Q3 		$12K Hold
285
– – ﹤0.01% 1350
2023
Q2 		$10K Hold
285
– – ﹤0.01% 1415
2023
Q1 		$10K Hold
285
– – ﹤0.01% 1408
2022
Q4 		$11K Hold
285
– – ﹤0.01% 1405
2022
Q3 		$9K Buy
+285
New +$10.3K ﹤0.01% 1407

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Benjamin F. Edwards & Company's KB Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its KB Financial Group (KB) stake by 66% in Q2 2024, buying an estimated $16.9K and bringing the position to 779 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Benjamin F. Edwards & Company first reported a position in KB in Q3 2022 and has held it in 8 quarters since. 224 funds tracked by Wall St. Rank hold KB as of Q2 2024.

  • Benjamin F. Edwards & Company held 779 shares of KB Financial Group worth $44K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 310 KB Financial Group shares in Q2 2024, an estimated $16.9K.
  • KB Financial Group made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1365 holding.
  • Benjamin F. Edwards & Company first reported a position in KB Financial Group in Q3 2022 and has held it in 8 quarters since.
  • 224 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.