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Beverly Hills Private Wealth’s KB Financial Group KB Stock Holding History

Beverly Hills Private 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
2024
Q4 		– Sell
-11,851
Closed -$732K – 347
2024
Q3 		$732K Buy
11,851
+3,830
+48% +$238K 0.15% 145
2024
Q2 		$454K Buy
8,021
+2,837
+55% +$154K 0.1% 195
2024
Q1 		$270K Buy
+5,184
New +$245K 0.06% 294

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 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

Beverly Hills Private Wealth's KB Position: Q4 2024 in Review

Beverly Hills Private Wealth sold out of KB Financial Group (KB) in Q4 2024, closing a stake of 11,851 shares — an estimated $732K sold.

Beverly Hills Private Wealth first reported a position in KB in Q1 2024 and held it in 3 quarters. The position peaked at $732K in Q3 2024. 235 funds tracked by Wall St. Rank hold KB as of Q4 2024.

  • Beverly Hills Private Wealth reported no remaining KB Financial Group position as of Q4 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 11,851 KB Financial Group shares in Q4 2024, an estimated $732K.
  • Beverly Hills Private Wealth first reported a position in KB Financial Group in Q1 2024 and held it in 3 quarters.
  • Beverly Hills Private Wealth's KB Financial Group position peaked at $732K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.