Creative Planning
KB icon

Creative Planning’s KB Financial Group KB Stock Holding History

Creative Planning’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 		$18.4M Buy
184,039
+40,489
+28% +$4.07M 0.01% 478
2025
Q4 		$12.4M Buy
143,550
+26,570
+23% +$2.24M 0.01% 538
2025
Q3 		$9.7M Buy
116,980
+12,817
+12% +$1.05M 0.01% 573
2025
Q2 		$8.6M Buy
104,163
+26,855
+35% +$1.82M 0.01% 558
2025
Q1 		$4.18M Sell
77,308
-11,061
-13% -$639K ﹤0.01% 782
2024
Q4 		$5.03M Buy
88,369
+2,239
+3% +$145K ﹤0.01% 659
2024
Q3 		$5.32M Buy
86,130
+7,494
+10% +$466K 0.01% 618
2024
Q2 		$4.45M Buy
78,636
+12,231
+18% +$665K ﹤0.01% 661
2024
Q1 		$3.46M Buy
66,405
+14,956
+29% +$706K ﹤0.01% 743
2023
Q4 		$2.13M Buy
51,449
+8,381
+19% +$339K ﹤0.01% 897
2023
Q3 		$1.77M Buy
43,068
+6,060
+16% +$240K ﹤0.01% 903
2023
Q2 		$1.35M Buy
37,008
+4,597
+14% +$170K ﹤0.01% 984
2023
Q1 		$1.18M Buy
32,411
+9,723
+43% +$401K ﹤0.01% 992
2022
Q4 		$877K Buy
22,688
+8,588
+61% +$310K ﹤0.01% 1103
2022
Q3 		$425K Buy
+14,100
New +$510K ﹤0.01% 1430
2017
Q3 		– Sell
-11
Closed -$1K – 2838
2017
Q2 		$1K Buy
+11
New +$512 ﹤0.01% 4451
2015
Q2 		– Sell
-23
Closed -$1K – 2091
2015
Q1 		$1K Buy
+23
New +$785 ﹤0.01% 4033
2013
Q3 		– Sell
-16
Closed – – 3283
2013
Q2 		$0 Buy
+16
New +$512 ﹤0.01% 3094

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

Creative Planning's KB Position: Q1 2026 in Review

Creative Planning increased its KB Financial Group (KB) stake by 28% in Q1 2026, buying an estimated $4.07M and bringing the position to 184,039 shares worth $18.4M. The position accounts for 0.01% of the portfolio, ranked #478.

Creative Planning first reported a position in KB in Q2 2013 and has held it in 18 quarters since. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Creative Planning held 184,039 shares of KB Financial Group worth $18.4M as of Q1 2026.
  • Creative Planning bought 40,489 KB Financial Group shares in Q1 2026, an estimated $4.07M.
  • KB Financial Group made up 0.01% of Creative Planning's portfolio in Q1 2026, its #478 holding.
  • Creative Planning first reported a position in KB Financial Group in Q2 2013 and has held it in 18 quarters since.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.