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Cape Investment Advisory’s KB Financial Group KB Stock Holding History

Cape Investment Advisory’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 		$2.62K Buy
+25
New +$2.64K ﹤0.01% 1182

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

Cape Investment Advisory's KB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in KB Financial Group (KB) in Q2 2026: 25 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #1182 among its holdings.

365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Cape Investment Advisory held 25 shares of KB Financial Group worth $2.62K as of Q2 2026.
  • KB Financial Group was a new Cape Investment Advisory position in Q2 2026.
  • KB Financial Group made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1182 holding.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.