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Diversified Trust’s KB Financial Group KB Stock Holding History

Diversified Trust’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 		$218K Buy
+2,075
New +$219K ﹤0.01% 1026

Other funds holding KB

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Diversified Trust's KB Position: Q2 2026 in Review

Diversified Trust opened a new position in KB Financial Group (KB) in Q2 2026: 2,075 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings.

71 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Diversified Trust held 2,075 shares of KB Financial Group worth $218K as of Q2 2026.
  • KB Financial Group was a new Diversified Trust position in Q2 2026.
  • KB Financial Group made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #1026 holding.
  • 71 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.