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Calamos Wealth Management’s KB Financial Group KB Stock Holding History

Calamos Wealth Management’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 		$4.4M Buy
41,908
+3,383
+9% +$357K 0.13% 110
2026
Q1 		$3.84M Sell
38,525
-3,375
-8% -$339K 0.13% 104
2025
Q4 		$3.61M Buy
41,900
+2,293
+6% +$193K 0.12% 97
2025
Q3 		$3.28M Buy
39,607
+3,198
+9% +$262K 0.12% 103
2025
Q2 		$3.01M Buy
+36,409
New +$2.46M 0.13% 100
2025
Q1 		– Sell
-28,699
Closed -$1.63M – 351
2024
Q4 		$1.63M Sell
28,699
-5,375
-16% -$347K 0.08% 111
2024
Q3 		$2.1M Buy
34,074
+1,249
+4% +$77.6K 0.11% 100
2024
Q2 		$1.86M Buy
32,825
+13,471
+70% +$732K 0.1% 104
2024
Q1 		$1.01M Buy
+19,354
New +$913K 0.06% 146

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

Calamos Wealth Management's KB Position: Q2 2026 in Review

Calamos Wealth Management increased its KB Financial Group (KB) stake by 8.8% in Q2 2026, buying an estimated $357K and bringing the position to 41,908 shares worth $4.4M. The position accounts for 0.13% of the portfolio, ranked #110.

Calamos Wealth Management first reported a position in KB in Q1 2024 and has held it in 9 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Calamos Wealth Management held 41,908 shares of KB Financial Group worth $4.4M as of Q2 2026.
  • Calamos Wealth Management bought 3,383 KB Financial Group shares in Q2 2026, an estimated $357K.
  • KB Financial Group made up 0.13% of Calamos Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Calamos Wealth Management first reported a position in KB Financial Group in Q1 2024 and has held it in 9 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.