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Cresset Asset Management’s KB Financial Group KB Stock Holding History

Cresset Asset 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 		– Sell
-3,828
Closed -$207K – 1621
2025
Q1 		$207K Buy
+3,828
New +$221K ﹤0.01% 1511
2024
Q4 		– Sell
-16,825
Closed -$1.04M – 1996
2024
Q3 		$1.04M Buy
16,825
+1,949
+13% +$121K ﹤0.01% 1149
2024
Q2 		$842K Sell
14,876
-1,763
-11% -$95.8K ﹤0.01% 1162
2024
Q1 		$886K Buy
16,639
+2,659
+19% +$125K ﹤0.01% 1042
2023
Q4 		$578K Sell
13,980
-2,600
-16% -$105K ﹤0.01% 1154
2023
Q3 		$682K Buy
16,580
+1,466
+10% +$58.1K ﹤0.01% 1026
2023
Q2 		$550K Buy
+15,114
New +$557K ﹤0.01% 1232
2021
Q4 		– Sell
-7,516
Closed -$349K – 1209
2021
Q3 		$349K Buy
7,516
+394
+6% +$17.8K ﹤0.01% 782
2021
Q2 		$351K Buy
7,122
+656
+10% +$32.7K 0.01% 704
2021
Q1 		$330K Buy
6,466
+297
+5% +$12.4K 0.01% 635
2020
Q4 		$244K Buy
+6,169
New +$241K ﹤0.01% 631
2020
Q1 		– Sell
-7,828
Closed -$324K – 649
2019
Q4 		$324K Buy
+7,828
New +$299K 0.01% 402
2019
Q2 		– Sell
-574
Closed -$22K – 1088
2019
Q1 		$22K Buy
574
+400
+230% +$16K ﹤0.01% 996
2018
Q4 		$8K Buy
+174
New +$7.61K ﹤0.01% 908

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cresset Asset Management's KB Position: Q2 2025 in Review

Cresset Asset Management sold out of KB Financial Group (KB) in Q2 2025, closing a stake of 3,828 shares — an estimated $207K sold.

Cresset Asset Management first reported a position in KB in Q4 2018 and held it in 14 quarters. The position peaked at $1.04M in Q3 2024. 265 funds tracked by Wall St. Rank hold KB as of Q2 2025.

  • Cresset Asset Management reported no remaining KB Financial Group position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 3,828 KB Financial Group shares in Q2 2025, an estimated $207K.
  • Cresset Asset Management first reported a position in KB Financial Group in Q4 2018 and held it in 14 quarters.
  • Cresset Asset Management's KB Financial Group position peaked at $1.04M in Q3 2024.
  • 265 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.