Credential Qtrade Securities’s KB Financial Group KB Stock Holding History

Credential Qtrade Securities’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
2023 Q3	–	Sell	-28	Closed	-$1.02K	–	367
2023 Q2	$1.02K	Buy	+28	New	+$1.03K	﹤0.01%	359
2022 Q4	–	Sell	-2,391	Closed	-$72.1K	–	378
2022 Q3	$72.1K	Sell	2,391 -267	-10%	-$9.65K	0.01%	247
2022 Q2	$98.9K	Buy	2,658 +713	+37%	+$32.4K	0.01%	254
2022 Q1	$95K	Buy	1,945 +133	+7%	+$6.57K	0.01%	265
2021 Q4	$83.6K	Buy	1,812 +259	+17%	+$12.3K	0.01%	269
2021 Q3	$72.1K	Buy	1,553 +444	+40%	+$20.1K	0.01%	259
2021 Q2	$54.7K	Buy	+1,109	New	+$55.4K	﹤0.01%	280

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Credential Qtrade Securities's KB Position: Q3 2023 in Review

Credential Qtrade Securities sold out of KB Financial Group (KB) in Q3 2023, closing a stake of 28 shares — an estimated $1.02K sold.

Credential Qtrade Securities first reported a position in KB in Q2 2021 and held it in 7 quarters. The position peaked at $98.9K in Q2 2022. 183 funds tracked by Wall St. Rank hold KB as of Q3 2023.

Credential Qtrade Securities reported no remaining KB Financial Group position as of Q3 2023 after selling out during the quarter.
Credential Qtrade Securities sold 28 KB Financial Group shares in Q3 2023, an estimated $1.02K.
Credential Qtrade Securities first reported a position in KB Financial Group in Q2 2021 and held it in 7 quarters.
Credential Qtrade Securities's KB Financial Group position peaked at $98.9K in Q2 2022.
183 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2023.

Based on Credential Qtrade Securities's 13F filing for Q3 2023, filed 21 Jul 2025.