Commonwealth Equity Services’s KB Financial Group KB Stock Holding History

Commonwealth Equity Services’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	–	Sell	-6,485	Closed	-$558K	–	4384
2025 Q4	$558K	Sell	6,485 -68	-1%	-$5.73K	﹤0.01%	3090
2025 Q3	$543K	Sell	6,553 -60	-0.9%	-$4.92K	﹤0.01%	3111
2025 Q2	$546K	Sell	6,613 -3,388	-34%	-$229K	﹤0.01%	3071
2025 Q1	$541K	Buy	10,001 +6,091	+156%	+$352K	﹤0.01%	2967
2024 Q4	$222K	Buy	+3,910	New	+$253K	﹤0.01%	3672
2018 Q4	–	Sell	-4,551	Closed	-$219K	–	2761
2018 Q3	$219K	Sell	4,551 -79	-2%	-$3.68K	﹤0.01%	2432
2018 Q2	$215K	Buy	4,630 +158	+4%	+$8.34K	﹤0.01%	2403
2018 Q1	$259K	Hold	4,472	–	–	﹤0.01%	2179
2017 Q4	$262K	Hold	4,472	–	–	﹤0.01%	2146
2017 Q3	$219K	Hold	4,472	–	–	﹤0.01%	2203
2017 Q2	$226K	Buy	+4,472	New	+$208K	﹤0.01%	2141

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Commonwealth Equity Services's KB Position: Q1 2026 in Review

Commonwealth Equity Services sold out of KB Financial Group (KB) in Q1 2026, closing a stake of 6,485 shares — an estimated $558K sold.

Commonwealth Equity Services first reported a position in KB in Q2 2017 and held it in 11 quarters. The position peaked at $558K in Q4 2025. 338 funds tracked by Wall St. Rank hold KB as of Q1 2026.

Commonwealth Equity Services reported no remaining KB Financial Group position as of Q1 2026 after selling out during the quarter.
Commonwealth Equity Services sold 6,485 KB Financial Group shares in Q1 2026, an estimated $558K.
Commonwealth Equity Services first reported a position in KB Financial Group in Q2 2017 and held it in 11 quarters.
Commonwealth Equity Services's KB Financial Group position peaked at $558K in Q4 2025.
338 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.