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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
Q2 		$368K Sell
3,507
-4,503
-56% -$476K ﹤0.01% 575
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

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

Blue Trust Inc's KB Position: Q2 2026 in Review

Blue Trust Inc reduced its KB Financial Group (KB) stake by 56% in Q2 2026, selling an estimated $476K and leaving 3,507 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Blue Trust Inc first reported a position in KB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.6M in Q3 2024. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Blue Trust Inc held 3,507 shares of KB Financial Group worth $368K as of Q2 2026.
  • Blue Trust Inc sold 4,503 KB Financial Group shares in Q2 2026, an estimated $476K.
  • KB Financial Group made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #575 holding.
  • Blue Trust Inc first reported a position in KB Financial Group in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's KB Financial Group position peaked at $1.6M in Q3 2024.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.