CAPTRUST Financial Advisors
KB icon

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
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

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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