Concurrent Investment Advisors’s KB Financial Group KB Stock Holding History

Concurrent Investment 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	$205K	Buy	+1,957	New	+$207K	﹤0.01%	1929

Other funds holding KB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Concurrent Investment Advisors's KB Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in KB Financial Group (KB) in Q2 2026: 1,957 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1929 among its holdings.

365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

Concurrent Investment Advisors held 1,957 shares of KB Financial Group worth $205K as of Q2 2026.
KB Financial Group was a new Concurrent Investment Advisors position in Q2 2026.
KB Financial Group made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1929 holding.
365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.