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Canopy Partners’s KB Financial Group KB Stock Holding History

Canopy 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 		$753K Buy
7,174
+335
+5% +$35.4K 0.23% 85
2026
Q1 		$682K Buy
6,839
+34
+0.5% +$3.41K 0.23% 86
2025
Q4 		$586K Buy
6,805
+45
+0.7% +$3.79K 0.19% 103
2025
Q3 		$560K Buy
6,760
+32
+0.5% +$2.63K 0.19% 97
2025
Q2 		$556K Buy
6,728
+19
+0.3% +$1.28K 0.2% 96
2025
Q1 		$363K Sell
6,709
-234
-3% -$13.5K 0.14% 118
2024
Q4 		$395K Sell
6,943
-41
-0.6% -$2.65K 0.15% 118
2024
Q3 		$431K Sell
6,984
-91
-1% -$5.65K 0.19% 106
2024
Q2 		$401K Buy
7,075
+26
+0.4% +$1.41K 0.19% 108
2024
Q1 		$367K Buy
7,049
+635
+10% +$30K 0.18% 109
2023
Q4 		$265K Buy
+6,414
New +$260K 0.16% 126

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

Canopy Partners's KB Position: Q2 2026 in Review

Canopy Partners increased its KB Financial Group (KB) stake by 4.9% in Q2 2026, buying an estimated $35.4K and bringing the position to 7,174 shares worth $753K. The position accounts for 0.23% of the portfolio, ranked #85.

Canopy Partners first reported a position in KB in Q4 2023 and has held it in 11 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Canopy Partners held 7,174 shares of KB Financial Group worth $753K as of Q2 2026.
  • Canopy Partners bought 335 KB Financial Group shares in Q2 2026, an estimated $35.4K.
  • KB Financial Group made up 0.23% of Canopy Partners's portfolio in Q2 2026, its #85 holding.
  • Canopy Partners first reported a position in KB Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.