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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
Q2 		$2.3M Buy
21,878
+4,109
+23% +$434K 0.04% 353
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

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

Caprock Group's KB Position: Q2 2026 in Review

Caprock Group increased its KB Financial Group (KB) stake by 23% in Q2 2026, buying an estimated $434K and bringing the position to 21,878 shares worth $2.3M. The position accounts for 0.04% of the portfolio, ranked #353.

Caprock Group first reported a position in KB in Q1 2016 and has held it in 18 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Caprock Group held 21,878 shares of KB Financial Group worth $2.3M as of Q2 2026.
  • Caprock Group bought 4,109 KB Financial Group shares in Q2 2026, an estimated $434K.
  • KB Financial Group made up 0.04% of Caprock Group's portfolio in Q2 2026, its #353 holding.
  • Caprock Group first reported a position in KB Financial Group in Q1 2016 and has held it in 18 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.