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Clearstead Advisors’s KB Financial Group KB Stock Holding History

Clearstead 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 		$137K Buy
1,303
+1,220
+1,470% +$129K ﹤0.01% 1193
2026
Q1 		$8.28K Hold
83
– – ﹤0.01% 1642
2025
Q4 		$7.14K Hold
83
– – ﹤0.01% 1952
2025
Q3 		$6.88K Hold
83
– – ﹤0.01% 2044
2025
Q2 		$6.86K Hold
83
– – ﹤0.01% 2015
2025
Q1 		$4.49K Hold
83
– – ﹤0.01% 1770
2024
Q4 		$4.72K Hold
83
– – ﹤0.01% 1729
2024
Q3 		$5.13K Hold
83
– – ﹤0.01% 1707
2024
Q2 		$4.7K Hold
83
– – ﹤0.01% 1694
2024
Q1 		$4.9K Hold
83
– – ﹤0.01% 1178
2023
Q4 		$3.43K Buy
+83
New +$3.36K ﹤0.01% 1213
2022
Q1 		– Sell
-449
Closed -$21K – 1422
2021
Q4 		$21K Hold
449
– – ﹤0.01% 816
2021
Q3 		$21K Buy
449
+356
+383% +$16.1K ﹤0.01% 802
2021
Q2 		$5K Buy
+93
New +$4.64K ﹤0.01% 883

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

Clearstead Advisors's KB Position: Q2 2026 in Review

Clearstead Advisors increased its KB Financial Group (KB) stake by 1,470% in Q2 2026, buying an estimated $129K and bringing the position to 1,303 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Clearstead Advisors first reported a position in KB in Q2 2021 and has held it in 14 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Clearstead Advisors held 1,303 shares of KB Financial Group worth $137K as of Q2 2026.
  • Clearstead Advisors bought 1,220 KB Financial Group shares in Q2 2026, an estimated $129K.
  • KB Financial Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1193 holding.
  • Clearstead Advisors first reported a position in KB Financial Group in Q2 2021 and has held it in 14 quarters since.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.