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Brinker Capital Investments’s KB Financial Group KB Stock Holding History

Brinker Capital Investments’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 		$2.54M Buy
24,216
+4,792
+25% +$506K 0.02% 669
2026
Q1 		$1.94M Sell
19,424
-4,190
-18% -$421K 0.02% 771
2025
Q4 		$2.03M Buy
23,614
+2,458
+12% +$207K 0.01% 840
2025
Q3 		$1.75M Buy
21,156
+3,470
+20% +$285K 0.01% 903
2025
Q2 		$1.46M Buy
17,686
+7,221
+69% +$488K 0.01% 966
2025
Q1 		$566K Sell
10,465
-227
-2% -$13.1K 0.01% 1365
2024
Q4 		$608K Buy
10,692
+2,540
+31% +$164K 0.01% 1274
2024
Q3 		$503K Buy
8,152
+1,280
+19% +$79.5K 0.01% 1332
2024
Q2 		$389K Buy
6,872
+175
+3% +$9.51K ﹤0.01% 1366
2024
Q1 		$349K Buy
6,697
+3
+0% +$142 ﹤0.01% 1402
2023
Q4 		$266K Buy
6,694
+25
+0.4% +$1.01K ﹤0.01% 1455
2023
Q3 		$274K Buy
6,669
+30
+0.5% +$1.19K ﹤0.01% 1417
2023
Q2 		$242K Buy
+6,639
New +$245K ﹤0.01% 1491
2023
Q1 		– Sell
-6,186
Closed -$239K – 1612
2022
Q4 		$239K Sell
6,186
-573
-8% -$20.7K ﹤0.01% 1232
2022
Q3 		$204K Sell
6,759
-116
-2% -$4.19K ﹤0.01% 1272
2022
Q2 		$256K Sell
6,875
-696
-9% -$31.6K ﹤0.01% 1217
2022
Q1 		$370K Sell
7,571
-371
-5% -$18.3K 0.01% 1148
2021
Q4 		$367K Buy
7,942
+410
+5% +$19.5K 0.01% 1176
2021
Q3 		$371K Hold
7,532
– – 0.01% 1070
2021
Q2 		$371K Buy
+7,532
New +$376K ﹤0.01% 1122

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

Brinker Capital Investments's KB Position: Q2 2026 in Review

Brinker Capital Investments increased its KB Financial Group (KB) stake by 25% in Q2 2026, buying an estimated $506K and bringing the position to 24,216 shares worth $2.54M. The position accounts for 0.02% of the portfolio, ranked #669.

Brinker Capital Investments first reported a position in KB in Q2 2021 and has held it in 20 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Brinker Capital Investments held 24,216 shares of KB Financial Group worth $2.54M as of Q2 2026.
  • Brinker Capital Investments bought 4,792 KB Financial Group shares in Q2 2026, an estimated $506K.
  • KB Financial Group made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #669 holding.
  • Brinker Capital Investments first reported a position in KB Financial Group in Q2 2021 and has held it in 20 quarters since.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.