BBPWM
KF

Blue Bell Private Wealth Management’s Korea Fund KF Stock Holding History

Blue Bell Private Wealth Management’s Portfolio KF Stock Details KF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.5K Sell
990
-100
-9% -$4.66K 0.01% 424
2025
Q4 		$39.6K Hold
1,090
– – 0.01% 431
2025
Q3 		$33.3K Hold
1,090
– – 0.01% 435
2025
Q2 		$29.4K Hold
1,090
– – ﹤0.01% 436
2025
Q1 		$21.8K Hold
1,090
– – ﹤0.01% 452
2024
Q4 		$20.1K Hold
1,090
– – ﹤0.01% 446
2024
Q3 		$24.8K Buy
1,090
+790
+263% +$19.3K ﹤0.01% 449
2024
Q2 		$7.24K Sell
300
-568
-65% -$13.6K ﹤0.01% 546
2024
Q1 		$22.1K Buy
+868
New +$20.1K ﹤0.01% 452

Other funds holding KF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Bell Private Wealth Management's KF Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its Korea Fund (KF) stake by 9.2% in Q1 2026, selling an estimated $4.66K and leaving 990 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #424.

Blue Bell Private Wealth Management first reported a position in KF in Q1 2024 and has held it in 9 quarters since. 29 funds tracked by Wall St. Rank hold KF as of Q1 2026.

  • Blue Bell Private Wealth Management held 990 shares of Korea Fund worth $44.5K as of Q1 2026.
  • Blue Bell Private Wealth Management sold 100 Korea Fund shares in Q1 2026, an estimated $4.66K.
  • Korea Fund made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #424 holding.
  • Blue Bell Private Wealth Management first reported a position in Korea Fund in Q1 2024 and has held it in 9 quarters since.
  • 29 funds tracked by Wall St. Rank held Korea Fund as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.