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
Q1 		$2.17M Sell
22,149
-13,439
-38% -$1.35M ﹤0.01% 1222
2025
Q4 		$3.06M Buy
35,588
+18,912
+113% +$1.59M ﹤0.01% 1295
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
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
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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

Corient Private Wealth's KB Position: Q1 2026 in Review

Corient Private Wealth reduced its KB Financial Group (KB) stake by 38% in Q1 2026, selling an estimated $1.35M and leaving 22,149 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Corient Private Wealth first reported a position in KB in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.06M in Q4 2025. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Corient Private Wealth held 22,149 shares of KB Financial Group worth $2.17M as of Q1 2026.
  • Corient Private Wealth sold 13,439 KB Financial Group shares in Q1 2026, an estimated $1.35M.
  • KB Financial Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1222 holding.
  • Corient Private Wealth first reported a position in KB Financial Group in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's KB Financial Group position peaked at $3.06M in Q4 2025.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.