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Bleakley Financial Group’s KB Financial Group KB Stock Holding History

Bleakley Financial Group’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 		$1.6M Buy
15,222
+4,340
+40% +$459K 0.02% 535
2026
Q1 		$1.09M Sell
10,882
-321
-3% -$32.2K 0.02% 509
2025
Q4 		$964K Buy
11,203
+7
+0.1% +$590 0.02% 485
2025
Q3 		$928K Buy
11,196
+856
+8% +$70.2K 0.02% 431
2025
Q2 		$854K Sell
10,340
-810
-7% -$54.8K 0.02% 421
2025
Q1 		$603K Sell
11,150
-1,847
-14% -$107K 0.02% 407
2024
Q4 		$740K Sell
12,997
-251
-2% -$16.2K 0.02% 497
2024
Q3 		$818K Buy
13,248
+208
+2% +$12.9K 0.02% 450
2024
Q2 		$738K Buy
13,040
+1,033
+9% +$56.2K 0.02% 489
2024
Q1 		$625K Buy
12,007
+913
+8% +$43.1K 0.02% 554
2023
Q4 		$459K Buy
11,094
+1,453
+15% +$58.8K 0.01% 613
2023
Q3 		$396K Buy
9,641
+2,060
+27% +$81.6K 0.01% 605
2023
Q2 		$276K Sell
7,581
-251
-3% -$9.26K 0.01% 748
2023
Q1 		$285K Buy
7,832
+1,389
+22% +$57.4K 0.01% 721
2022
Q4 		$249K Buy
+6,443
New +$233K 0.01% 745

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

Bleakley Financial Group's KB Position: Q2 2026 in Review

Bleakley Financial Group increased its KB Financial Group (KB) stake by 40% in Q2 2026, buying an estimated $459K and bringing the position to 15,222 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #535.

Bleakley Financial Group first reported a position in KB in Q4 2022 and has held it in 15 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Bleakley Financial Group held 15,222 shares of KB Financial Group worth $1.6M as of Q2 2026.
  • Bleakley Financial Group bought 4,340 KB Financial Group shares in Q2 2026, an estimated $459K.
  • KB Financial Group made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #535 holding.
  • Bleakley Financial Group first reported a position in KB Financial Group in Q4 2022 and has held it in 15 quarters since.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.