Capital Group Private Client Services’s KB Financial Group KB Stock Holding History

Capital Group Private Client Services’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	–	Sell	-9,371	Closed	-$806K	–	271
2025 Q4	$806K	Hold	9,371	–	–	0.01%	213
2025 Q3	$777K	Sell	9,371 -72,350	-89%	-$5.93M	0.01%	220
2025 Q2	$6.75M	Sell	81,721 -613	-0.7%	-$41.5K	0.06%	159
2025 Q1	$4.46M	Buy	82,334 +1,635	+2%	+$94.4K	0.04%	171
2024 Q4	$4.59M	Sell	80,699 -516	-0.6%	-$33.3K	0.04%	178
2024 Q3	$5.02M	Buy	81,215 +7,220	+10%	+$449K	0.05%	175
2024 Q2	$4.19M	Sell	73,995 -1,163	-2%	-$63.2K	0.04%	179
2024 Q1	$3.91M	Buy	75,158 +354	+0.5%	+$16.7K	0.04%	174
2023 Q4	$3.09M	Sell	74,804 -3,218	-4%	-$130K	0.03%	178
2023 Q3	$3.21M	Sell	78,022 -2,263	-3%	-$89.7K	0.04%	162
2023 Q2	$2.92M	Buy	+80,285	New	+$2.96M	0.03%	167

Other funds holding KB

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Capital Group Private Client Services's KB Position: Q1 2026 in Review

Capital Group Private Client Services sold out of KB Financial Group (KB) in Q1 2026, closing a stake of 9,371 shares — an estimated $806K sold.

Capital Group Private Client Services first reported a position in KB in Q2 2023 and held it in 11 quarters. The position peaked at $6.75M in Q2 2025. 338 funds tracked by Wall St. Rank hold KB as of Q1 2026.

Capital Group Private Client Services reported no remaining KB Financial Group position as of Q1 2026 after selling out during the quarter.
Capital Group Private Client Services sold 9,371 KB Financial Group shares in Q1 2026, an estimated $806K.
Capital Group Private Client Services first reported a position in KB Financial Group in Q2 2023 and held it in 11 quarters.
Capital Group Private Client Services's KB Financial Group position peaked at $6.75M in Q2 2025.
338 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.