Capital Analysts LLC’s KB Financial Group KB Stock Holding History

Capital Analysts LLC’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	$4K	Sell	41 -47	-53%	-$4.97K	﹤0.01%	1421
2026 Q1	$9K	Sell	88 -51	-37%	-$5.12K	﹤0.01%	1275
2025 Q4	$12K	Hold	139	–	–	﹤0.01%	1214
2025 Q3	$11K	Hold	139	–	–	﹤0.01%	1189
2025 Q2	$11K	Sell	139 -23	-14%	-$1.55K	﹤0.01%	1130
2025 Q1	$9K	Hold	162	–	–	﹤0.01%	1141
2024 Q4	$9K	Hold	162	–	–	﹤0.01%	1079
2024 Q3	$10K	Buy	+162	New	+$10.1K	﹤0.01%	1033
2021 Q2	–	Sell	-32	Closed	-$2K	–	1022
2021 Q1	$2K	Buy	+32	New	+$1.33K	﹤0.01%	969
2017 Q1	–	Sell	-345	Closed	-$12K	–	353
2016 Q4	$12K	Buy	+345	New	+$12.4K	﹤0.01%	334

Other funds holding KB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Capital Analysts LLC's KB Position: Q2 2026 in Review

Capital Analysts LLC reduced its KB Financial Group (KB) stake by 53% in Q2 2026, selling an estimated $4.97K and leaving 41 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Capital Analysts LLC first reported a position in KB in Q4 2016 and has held it in 10 quarters since. The position peaked at $12K in Q4 2025. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

Capital Analysts LLC held 41 shares of KB Financial Group worth $4K as of Q2 2026.
Capital Analysts LLC sold 47 KB Financial Group shares in Q2 2026, an estimated $4.97K.
KB Financial Group made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1421 holding.
Capital Analysts LLC first reported a position in KB Financial Group in Q4 2016 and has held it in 10 quarters since.
Capital Analysts LLC's KB Financial Group position peaked at $12K in Q4 2025.
368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.