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Coldstream Capital Management’s KB Financial Group KB Stock Holding History

Coldstream Capital Management’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 		$625K Sell
5,954
-3,661
-38% -$387K 0.01% 650
2026
Q1 		$963K Sell
9,615
-289
-3% -$29K 0.01% 483
2025
Q4 		$852K Sell
9,904
-3,482
-26% -$293K 0.01% 506
2025
Q3 		$1.11M Buy
13,386
+5,723
+75% +$469K 0.01% 430
2025
Q2 		$633K Buy
7,663
+5,648
+280% +$382K 0.01% 563
2025
Q1 		$109K Buy
+2,015
New +$116K ﹤0.01% 1306

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

Coldstream Capital Management's KB Position: Q2 2026 in Review

Coldstream Capital Management reduced its KB Financial Group (KB) stake by 38% in Q2 2026, selling an estimated $387K and leaving 5,954 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #650.

Coldstream Capital Management first reported a position in KB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.11M in Q3 2025. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Coldstream Capital Management held 5,954 shares of KB Financial Group worth $625K as of Q2 2026.
  • Coldstream Capital Management sold 3,661 KB Financial Group shares in Q2 2026, an estimated $387K.
  • KB Financial Group made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #650 holding.
  • Coldstream Capital Management first reported a position in KB Financial Group in Q1 2025 and has held it in 6 quarters since.
  • Coldstream Capital Management's KB Financial Group position peaked at $1.11M in Q3 2025.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.