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Crestwood Advisors Group’s KB Financial Group KB Stock Holding History

Crestwood Advisors Group’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 		$499K Buy
4,755
+1,975
+71% +$209K 0.01% 488
2026
Q1 		$277K Buy
+2,780
New +$279K ﹤0.01% 616

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

Crestwood Advisors Group's KB Position: Q2 2026 in Review

Crestwood Advisors Group increased its KB Financial Group (KB) stake by 71% in Q2 2026, buying an estimated $209K and bringing the position to 4,755 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #488.

Crestwood Advisors Group first reported a position in KB in Q1 2026 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Crestwood Advisors Group held 4,755 shares of KB Financial Group worth $499K as of Q2 2026.
  • Crestwood Advisors Group bought 1,975 KB Financial Group shares in Q2 2026, an estimated $209K.
  • KB Financial Group made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #488 holding.
  • Crestwood Advisors Group first reported a position in KB Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.