CAPTRUST Financial Advisors’s KB Financial Group KB Stock Holding History

CAPTRUST Financial Advisors’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	$2.4M	Sell	22,834 -1,758	-7%	-$186K	﹤0.01%	1204
2026 Q1	$2.45M	Buy	24,592 +15,014	+157%	+$1.51M	﹤0.01%	1112
2025 Q4	$824K	Buy	+9,578	New	+$807K	﹤0.01%	1612
2022 Q3	–	Sell	-2,698	Closed	-$101K	–	3097
2022 Q2	$101K	Buy	2,698 +748	+38%	+$34K	﹤0.01%	2188
2022 Q1	$95K	Buy	1,950 +32	+2%	+$1.58K	﹤0.01%	2314
2021 Q4	$89K	Sell	1,918 -172	-8%	-$8.17K	﹤0.01%	2243
2021 Q3	$97K	Buy	2,090 +338	+19%	+$15.3K	﹤0.01%	2104
2021 Q2	$86K	Buy	1,752 +1,116	+175%	+$55.7K	﹤0.01%	2133
2021 Q1	$31K	Buy	+636	New	+$26.5K	﹤0.01%	2724

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

CAPTRUST Financial Advisors's KB Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its KB Financial Group (KB) stake by 7.1% in Q2 2026, selling an estimated $186K and leaving 22,834 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

CAPTRUST Financial Advisors first reported a position in KB in Q1 2021 and has held it in 9 quarters since. The position peaked at $2.45M in Q1 2026. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

CAPTRUST Financial Advisors held 22,834 shares of KB Financial Group worth $2.4M as of Q2 2026.
CAPTRUST Financial Advisors sold 1,758 KB Financial Group shares in Q2 2026, an estimated $186K.
KB Financial Group made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1204 holding.
CAPTRUST Financial Advisors first reported a position in KB Financial Group in Q1 2021 and has held it in 9 quarters since.
CAPTRUST Financial Advisors's KB Financial Group position peaked at $2.45M in Q1 2026.
368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.