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Concourse Financial Group Securities’s KB Financial Group KB Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-602
Closed -$37.5K – 1134
2024
Q4 		$37.5K Sell
602
-52
-8% -$3.36K ﹤0.01% 1321
2024
Q3 		$40.4K Sell
654
-66
-9% -$4.1K ﹤0.01% 1263
2024
Q2 		$40.8K Sell
720
-19
-3% -$1.03K ﹤0.01% 1258
2024
Q1 		$38.5K Hold
739
– – ﹤0.01% 1299
2023
Q4 		$30.6K Sell
739
-112
-13% -$4.53K ﹤0.01% 1341
2023
Q3 		$35K Buy
851
+209
+33% +$8.28K ﹤0.01% 1222
2023
Q2 		$23.4K Sell
642
-58
-8% -$2.14K ﹤0.01% 1392
2023
Q1 		$25.5K Sell
700
-188
-21% -$7.76K ﹤0.01% 1383
2022
Q4 		$34.3K Sell
888
-167
-16% -$6.03K ﹤0.01% 1243
2022
Q3 		$32K Buy
1,055
+19
+2% +$687 ﹤0.01% 1131
2022
Q2 		$39K Buy
1,036
+99
+11% +$4.5K ﹤0.01% 1186
2022
Q1 		$46K Buy
937
+220
+31% +$10.9K ﹤0.01% 1172
2021
Q4 		$33K Buy
+717
New +$34.1K ﹤0.01% 1457

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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Concourse Financial Group Securities's KB Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of KB Financial Group (KB) in Q1 2025, closing a stake of 602 shares — an estimated $37.5K sold.

Concourse Financial Group Securities first reported a position in KB in Q4 2021 and held it in 13 quarters. The position peaked at $46K in Q1 2022. 239 funds tracked by Wall St. Rank hold KB as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining KB Financial Group position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 602 KB Financial Group shares in Q1 2025, an estimated $37.5K.
  • Concourse Financial Group Securities first reported a position in KB Financial Group in Q4 2021 and held it in 13 quarters.
  • Concourse Financial Group Securities's KB Financial Group position peaked at $46K in Q1 2022.
  • 239 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.