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

CWA Asset Management 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
2025
Q1 		– Sell
-28,911
Closed -$1.65M – 618
2024
Q4 		$1.65M Sell
28,911
-6
-0% -$388 0.08% 186
2024
Q3 		$1.79M Buy
+28,917
New +$1.8M 0.09% 169
2024
Q1 		$1.74M Sell
33,471
-20,158
-38% -$951K 0.11% 155
2023
Q4 		$2.22M Sell
53,629
-13,755
-20% -$557K 0.15% 115
2023
Q3 		$2.77M Buy
+67,384
New +$2.67M 0.2% 101

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

CWA Asset Management Group's KB Position: Q1 2025 in Review

CWA Asset Management Group sold out of KB Financial Group (KB) in Q1 2025, closing a stake of 28,911 shares — an estimated $1.65M sold.

CWA Asset Management Group first reported a position in KB in Q3 2023 and held it in 5 quarters. The position peaked at $2.77M in Q3 2023. 238 funds tracked by Wall St. Rank hold KB as of Q1 2025.

  • CWA Asset Management Group reported no remaining KB Financial Group position as of Q1 2025 after selling out during the quarter.
  • CWA Asset Management Group sold 28,911 KB Financial Group shares in Q1 2025, an estimated $1.65M.
  • CWA Asset Management Group first reported a position in KB Financial Group in Q3 2023 and held it in 5 quarters.
  • CWA Asset Management Group's KB Financial Group position peaked at $2.77M in Q3 2023.
  • 238 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2025.

Based on CWA Asset Management Group's 13F filing for Q1 2025, filed 21 Apr 2025.