BOK Financial Private Wealth’s KB Financial Group KB Stock Holding History

BOK Financial Private Wealth’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	$3.78K	Buy	+36	New	+$3.8K	﹤0.01%	532
2025 Q2	–	Sell	-319	Closed	-$17.3K	–	462
2025 Q1	$17.3K	Hold	319	–	–	﹤0.01%	354
2024 Q4	$18.2K	Buy	319 +2	+0.6%	+$129	﹤0.01%	335
2024 Q3	$19.6K	Buy	317 +2	+0.6%	+$124	﹤0.01%	343
2024 Q2	$17.8K	Buy	315 +8	+3%	+$435	﹤0.01%	344
2024 Q1	$16K	Hold	307	–	–	﹤0.01%	341
2023 Q4	$12.7K	Buy	+307	New	+$12.4K	﹤0.01%	349

Other funds holding KB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

BOK Financial Private Wealth's KB Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in KB Financial Group (KB) in Q2 2026: 36 shares worth $3.78K. The stake represents ﹤0.01% of the portfolio and ranks #532 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in KB as recently as Q1 2025.

BOK Financial Private Wealth first reported a position in KB in Q4 2023 and has held it in 7 quarters since. The position peaked at $19.6K in Q3 2024. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

BOK Financial Private Wealth held 36 shares of KB Financial Group worth $3.78K as of Q2 2026.
KB Financial Group was a new BOK Financial Private Wealth position in Q2 2026.
KB Financial Group made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #532 holding.
BOK Financial Private Wealth first reported a position in KB Financial Group in Q4 2023 and has held it in 7 quarters since.
BOK Financial Private Wealth's KB Financial Group position peaked at $19.6K in Q3 2024.
368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.