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Congress Wealth Management’s KB Financial Group KB Stock Holding History

Congress Wealth 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
2025
Q2 		$431K Sell
5,217
-5,093
-49% -$344K ﹤0.01% 968
2025
Q1 		$558K Sell
10,310
-1,915
-16% -$111K 0.01% 784
2024
Q4 		$696K Sell
12,225
-780
-6% -$50.4K 0.01% 575
2024
Q3 		$803K Buy
13,005
+8,302
+177% +$516K 0.01% 553
2024
Q2 		$266K Sell
4,703
-50
-1% -$2.72K ﹤0.01% 641
2024
Q1 		$247K Buy
+4,753
New +$224K ﹤0.01% 541

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Congress Wealth Management's KB Position: Q2 2025 in Review

Congress Wealth Management reduced its KB Financial Group (KB) stake by 49% in Q2 2025, selling an estimated $344K and leaving 5,217 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Congress Wealth Management first reported a position in KB in Q1 2024 and has held it in 6 quarters since. The position peaked at $803K in Q3 2024. 266 funds tracked by Wall St. Rank hold KB as of Q2 2025.

  • Congress Wealth Management held 5,217 shares of KB Financial Group worth $431K as of Q2 2025.
  • Congress Wealth Management sold 5,093 KB Financial Group shares in Q2 2025, an estimated $344K.
  • KB Financial Group made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #968 holding.
  • Congress Wealth Management first reported a position in KB Financial Group in Q1 2024 and has held it in 6 quarters since.
  • Congress Wealth Management's KB Financial Group position peaked at $803K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.