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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
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

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

Coldstream Capital Management's KB Position: Q1 2026 in Review

Coldstream Capital Management reduced its KB Financial Group (KB) stake by 2.9% in Q1 2026, selling an estimated $29K and leaving 9,615 shares worth $963K. The position accounts for 0.01% of the portfolio, ranked #483.

Coldstream Capital Management first reported a position in KB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q3 2025. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Coldstream Capital Management held 9,615 shares of KB Financial Group worth $963K as of Q1 2026.
  • Coldstream Capital Management sold 289 KB Financial Group shares in Q1 2026, an estimated $29K.
  • KB Financial Group made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #483 holding.
  • Coldstream Capital Management first reported a position in KB Financial Group in Q1 2025 and has held it in 5 quarters since.
  • Coldstream Capital Management's KB Financial Group position peaked at $1.11M in Q3 2025.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.