Blue Trust Inc
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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
Q3 		$460K Buy
3,734
+227
+6% +$27.6K ﹤0.01% 507
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% +$9.9K ﹤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

Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
Ramirez Asset Management
Ramirez Asset Management New York $974M AUM 24.32% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Blue Trust Inc's KB Position: Q3 2026 in Review

Blue Trust Inc increased its KB Financial Group (KB) stake by 6.5% in Q3 2026, buying an estimated $27.6K and bringing the position to 3,734 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Blue Trust Inc first reported a position in KB in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.6M in Q3 2024. 258 funds tracked by Wall St. Rank hold KB as of Q3 2026.

  • Blue Trust Inc held 3,734 shares of KB Financial Group worth $460K as of Q3 2026.
  • Blue Trust Inc bought 227 KB Financial Group shares in Q3 2026, an estimated $27.6K.
  • KB Financial Group made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #507 holding.
  • Blue Trust Inc first reported a position in KB Financial Group in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's KB Financial Group position peaked at $1.6M in Q3 2024.
  • 258 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.