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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
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

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BOK Financial Private Wealth's KB Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of KB Financial Group (KB) in Q2 2025, closing a stake of 319 shares — an estimated $17.3K sold.

BOK Financial Private Wealth first reported a position in KB in Q4 2023 and held it in 6 quarters. The position peaked at $19.6K in Q3 2024. 265 funds tracked by Wall St. Rank hold KB as of Q2 2025.

  • BOK Financial Private Wealth reported no remaining KB Financial Group position as of Q2 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 319 KB Financial Group shares in Q2 2025, an estimated $17.3K.
  • BOK Financial Private Wealth first reported a position in KB Financial Group in Q4 2023 and held it in 6 quarters.
  • BOK Financial Private Wealth's KB Financial Group position peaked at $19.6K in Q3 2024.
  • 265 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.