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BSW Wealth Partners’s KB Financial Group KB Stock Holding History

BSW Wealth Partners’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 		$867K Buy
8,265
+1,362
+20% +$144K 0.1% 120
2026
Q1 		$688K Buy
6,903
+2,333
+51% +$234K 0.08% 141
2025
Q4 		$393K Buy
4,570
+157
+4% +$13.2K 0.05% 203
2025
Q3 		$366K Buy
4,413
+802
+22% +$65.8K 0.05% 220
2025
Q2 		$298K Buy
+3,611
New +$244K 0.04% 243
2023
Q1 		– Sell
-6,500
Closed -$251K – 326
2022
Q4 		$251K Buy
+6,500
New +$235K 0.05% 249
2022
Q2 		– Sell
-5,238
Closed -$256K – 297
2022
Q1 		$256K Buy
+5,238
New +$259K 0.06% 228
2021
Q3 		– Sell
-5,450
Closed -$269K – 261
2021
Q2 		$269K Buy
5,450
+338
+7% +$16.9K 0.07% 188
2021
Q1 		$253K Buy
+5,112
New +$213K 0.07% 170

Other funds holding KB

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

BSW Wealth Partners's KB Position: Q2 2026 in Review

BSW Wealth Partners increased its KB Financial Group (KB) stake by 20% in Q2 2026, buying an estimated $144K and bringing the position to 8,265 shares worth $867K. The position accounts for 0.1% of the portfolio, ranked #120.

BSW Wealth Partners first reported a position in KB in Q1 2021 and has held it in 9 quarters since. 44 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • BSW Wealth Partners held 8,265 shares of KB Financial Group worth $867K as of Q2 2026.
  • BSW Wealth Partners bought 1,362 KB Financial Group shares in Q2 2026, an estimated $144K.
  • KB Financial Group made up 0.1% of BSW Wealth Partners's portfolio in Q2 2026, its #120 holding.
  • BSW Wealth Partners first reported a position in KB Financial Group in Q1 2021 and has held it in 9 quarters since.
  • 44 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.