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Caprock Group’s KB Financial Group KB Stock Holding History

Caprock Group’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 		$1.79M Sell
17,769
-477
-3% -$47.9K 0.04% 375
2025
Q4 		$1.57M Buy
18,246
+501
+3% +$42.2K 0.03% 460
2025
Q3 		$1.4M Buy
+17,745
New +$1.46M 0.03% 456
2025
Q1 		$978K Buy
17,894
+41
+0.2% +$2.37K 0.03% 471
2024
Q4 		$1.02M Sell
17,853
-225
-1% -$14.5K 0.03% 413
2024
Q3 		$1.12M Buy
18,078
+470
+3% +$29.2K 0.04% 368
2024
Q2 		$997K Buy
17,608
+8,057
+84% +$438K 0.04% 370
2024
Q1 		$508K Sell
9,551
-811
-8% -$38.3K 0.03% 408
2023
Q4 		$429K Buy
10,362
+766
+8% +$31K 0.03% 432
2023
Q3 		$395K Buy
9,596
+1,008
+12% +$39.9K 0.03% 425
2023
Q2 		$313K Sell
8,588
-352
-4% -$13K 0.02% 487
2023
Q1 		$334K Buy
8,940
+1,260
+16% +$52K 0.03% 464
2022
Q4 		$297K Buy
+7,680
New +$277K 0.03% 403
2022
Q3 		– Sell
-5,973
Closed -$222K – 590
2022
Q2 		$222K Buy
5,973
+43
+0.7% +$1.95K 0.02% 473
2022
Q1 		$290K Sell
5,930
-652
-10% -$32.2K 0.03% 431
2021
Q4 		$304K Buy
+6,582
New +$313K 0.03% 417
2016
Q2 		– Sell
-9,217
Closed -$254K – 309
2016
Q1 		$254K Buy
+9,217
New +$235K 0.06% 258

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
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
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Caprock Group's KB Position: Q1 2026 in Review

Caprock Group reduced its KB Financial Group (KB) stake by 2.6% in Q1 2026, selling an estimated $47.9K and leaving 17,769 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #375.

Caprock Group first reported a position in KB in Q1 2016 and has held it in 17 quarters since. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Caprock Group held 17,769 shares of KB Financial Group worth $1.79M as of Q1 2026.
  • Caprock Group sold 477 KB Financial Group shares in Q1 2026, an estimated $47.9K.
  • KB Financial Group made up 0.04% of Caprock Group's portfolio in Q1 2026, its #375 holding.
  • Caprock Group first reported a position in KB Financial Group in Q1 2016 and has held it in 17 quarters since.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.