Corient Private Wealth
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Corient Private Wealth’s KB Financial Group KB Stock Holding History

Corient Private Wealth’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 		$2.96M Buy
28,221
+6,072
+27% +$642K ﹤0.01% 1129
2026
Q1 		$2.17M Buy
22,149
+4,355
+24% +$437K ﹤0.01% 1222
2025
Q4 		$1.53M Buy
17,794
+1,118
+7% +$94.2K ﹤0.01% 1283
2025
Q3 		$1.38M Buy
16,676
+868
+5% +$71.2K ﹤0.01% 1263
2025
Q2 		$1.31M Buy
15,808
+493
+3% +$33.3K ﹤0.01% 1236
2025
Q1 		$829K Sell
15,315
-366
-2% -$21.1K ﹤0.01% 1361
2024
Q4 		$892K Buy
15,681
+394
+3% +$25.5K ﹤0.01% 1363
2024
Q3 		$944K Buy
15,287
+255
+2% +$15.8K ﹤0.01% 1429
2024
Q2 		$851K Sell
15,032
-1,341
-8% -$72.9K ﹤0.01% 1387
2024
Q1 		$853K Sell
16,373
-2,332
-12% -$110K ﹤0.01% 1365
2023
Q4 		$774K Sell
18,705
-1,225
-6% -$49.6K ﹤0.01% 1394
2023
Q3 		$819K Sell
19,930
-176
-0.9% -$6.97K ﹤0.01% 1264
2023
Q2 		$731K Buy
20,106
+5,386
+37% +$199K ﹤0.01% 1270
2023
Q1 		$536K Buy
14,720
+6,771
+85% +$280K ﹤0.01% 1350
2022
Q4 		$308K Buy
+7,949
New +$287K ﹤0.01% 1325

Other funds holding KB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
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
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

Corient Private Wealth's KB Position: Q2 2026 in Review

Corient Private Wealth increased its KB Financial Group (KB) stake by 27% in Q2 2026, buying an estimated $642K and bringing the position to 28,221 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Corient Private Wealth first reported a position in KB in Q4 2022 and has held it in 15 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Corient Private Wealth held 28,221 shares of KB Financial Group worth $2.96M as of Q2 2026.
  • Corient Private Wealth bought 6,072 KB Financial Group shares in Q2 2026, an estimated $642K.
  • KB Financial Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1129 holding.
  • Corient Private Wealth first reported a position in KB Financial Group in Q4 2022 and has held it in 15 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.