Cerity Partners
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Cerity Partners’s KB Financial Group KB Stock Holding History

Cerity Partners’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 		$3.81M Buy
38,213
+5,252
+16% +$527K 0.01% 1148
2025
Q4 		$2.84M Sell
32,961
-1,529
-4% -$129K ﹤0.01% 1211
2025
Q3 		$2.86M Sell
34,490
-7,856
-19% -$644K ﹤0.01% 1120
2025
Q2 		$3.5M Sell
42,346
-4,274
-9% -$289K 0.01% 975
2025
Q1 		$2.52M Buy
46,620
+18,149
+64% +$1.05M 0.01% 1008
2024
Q4 		$1.65M Sell
28,471
-5,663
-17% -$366K ﹤0.01% 1190
2024
Q3 		$2.11M Buy
34,134
+14,008
+70% +$870K ﹤0.01% 1073
2024
Q2 		$1.14M Sell
20,126
-8,839
-31% -$481K ﹤0.01% 1165
2024
Q1 		$1.51M Buy
28,965
+6,107
+27% +$288K ﹤0.01% 1097
2023
Q4 		$946K Buy
22,858
+1,039
+5% +$42.1K ﹤0.01% 1008
2023
Q3 		$897K Sell
21,819
-345
-2% -$13.7K ﹤0.01% 783
2023
Q2 		$807K Buy
22,164
+1,467
+7% +$54.1K ﹤0.01% 990
2023
Q1 		$2.84M Sell
20,697
-1,195
-5% -$49.3K 0.01% 611
2022
Q4 		$846K Buy
21,892
+3,076
+16% +$111K 0.01% 742
2022
Q3 		$568K Buy
18,816
+1,622
+9% +$58.6K 0.01% 666
2022
Q2 		$640K Buy
+17,194
New +$781K 0.01% 666
2022
Q1 		– Sell
-15,021
Closed -$695K – 1027
2021
Q4 		$695K Buy
+15,021
New +$714K 0.01% 508

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

Cerity Partners's KB Position: Q1 2026 in Review

Cerity Partners increased its KB Financial Group (KB) stake by 16% in Q1 2026, buying an estimated $527K and bringing the position to 38,213 shares worth $3.81M. The position accounts for 0.01% of the portfolio, ranked #1148.

Cerity Partners first reported a position in KB in Q4 2021 and has held it in 17 quarters since. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Cerity Partners held 38,213 shares of KB Financial Group worth $3.81M as of Q1 2026.
  • Cerity Partners bought 5,252 KB Financial Group shares in Q1 2026, an estimated $527K.
  • KB Financial Group made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1148 holding.
  • Cerity Partners first reported a position in KB Financial Group in Q4 2021 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 Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.