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Blue Trust Inc’s KB Financial Group KB Stock Holding History

Blue Trust Inc’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
Q1 		$799K Sell
8,010
-39
-0.5% -$3.92K 0.01% 334
2025
Q4 		$693K Sell
8,049
-477
-6% -$40.2K 0.01% 375
2025
Q3 		$707K Buy
8,526
+2,861
+51% +$235K 0.01% 376
2025
Q2 		$468K Sell
5,665
-444
-7% -$30K 0.01% 474
2025
Q1 		$331K Sell
6,109
-1,008
-14% -$58.2K ﹤0.01% 534
2024
Q4 		$405K Sell
7,117
-21,126
-75% -$1.36M 0.01% 433
2024
Q3 		$1.6M Buy
28,243
+20,225
+252% +$1.26M 0.02% 189
2024
Q2 		$417K Buy
8,018
+6,566
+452% +$357K 0.01% 438
2024
Q1 		$75.6K Sell
1,452
-2,203
-60% -$104K ﹤0.01% 789
2023
Q4 		$150K Buy
3,655
+245
+7% +$9.92K ﹤0.01% 540
2023
Q3 		$125K Buy
3,410
+624
+22% +$24.7K ﹤0.01% 560
2023
Q2 		$101K Sell
2,786
-2,923
-51% -$108K ﹤0.01% 497
2023
Q1 		$221K Buy
5,709
+3,318
+139% +$137K ﹤0.01% 508
2022
Q4 		$72K Buy
2,391
+654
+38% +$23.6K ﹤0.01% 780
2022
Q3 		$65K Buy
1,737
+776
+81% +$28K ﹤0.01% 667
2022
Q2 		$47K Buy
+961
New +$43.6K ﹤0.01% 697

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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

Blue Trust Inc's KB Position: Q1 2026 in Review

Blue Trust Inc reduced its KB Financial Group (KB) stake by 0.48% in Q1 2026, selling an estimated $3.92K and leaving 8,010 shares worth $799K. The position accounts for 0.01% of the portfolio, ranked #334.

Blue Trust Inc first reported a position in KB in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.6M in Q3 2024. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Blue Trust Inc held 8,010 shares of KB Financial Group worth $799K as of Q1 2026.
  • Blue Trust Inc sold 39 KB Financial Group shares in Q1 2026, an estimated $3.92K.
  • KB Financial Group made up 0.01% of Blue Trust Inc's portfolio in Q1 2026, its #334 holding.
  • Blue Trust Inc first reported a position in KB Financial Group in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's KB Financial Group position peaked at $1.6M in Q3 2024.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.