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 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Calamos Wealth Management's KB Position: Q1 2026 in Review

Calamos Wealth Management reduced its KB Financial Group (KB) stake by 8.1% in Q1 2026, selling an estimated $339K and leaving 38,525 shares worth $3.84M. The position accounts for 0.13% of the portfolio, ranked #104.

Calamos Wealth Management first reported a position in KB in Q1 2024 and has held it in 8 quarters since. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

Calamos Wealth Management held 38,525 shares of KB Financial Group worth $3.84M as of Q1 2026.
Calamos Wealth Management sold 3,375 KB Financial Group shares in Q1 2026, an estimated $339K.
KB Financial Group made up 0.13% of Calamos Wealth Management's portfolio in Q1 2026, its #104 holding.
Calamos Wealth Management first reported a position in KB Financial Group in Q1 2024 and has held it in 8 quarters since.
337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.