D'Orazio & Associates’s KB Financial Group KB Stock Holding History

D'Orazio & Associates’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	$333K	Buy	3,173 +221	+7%	+$23.3K	0.04%	205
2026 Q1	$294K	Buy	2,952 +277	+10%	+$27.8K	0.04%	198
2025 Q4	$230K	Hold	2,675	–	–	0.03%	244
2025 Q3	$222K	Buy	2,675 +13	+0.5%	+$1.07K	0.03%	239
2025 Q2	$220K	Buy	+2,662	New	+$180K	0.03%	235
2021 Q4	–	Sell	-730	Closed	-$34K	–	411
2021 Q3	$34K	Buy	+730	New	+$33K	0.01%	261

Other funds holding KB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

D'Orazio & Associates's KB Position: Q2 2026 in Review

D'Orazio & Associates increased its KB Financial Group (KB) stake by 7.5% in Q2 2026, buying an estimated $23.3K and bringing the position to 3,173 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #205.

D'Orazio & Associates first reported a position in KB in Q3 2021 and has held it in 6 quarters since. 366 funds tracked by Wall St. Rank hold KB as of Q2 2026.

D'Orazio & Associates held 3,173 shares of KB Financial Group worth $333K as of Q2 2026.
D'Orazio & Associates bought 221 KB Financial Group shares in Q2 2026, an estimated $23.3K.
KB Financial Group made up 0.04% of D'Orazio & Associates's portfolio in Q2 2026, its #205 holding.
D'Orazio & Associates first reported a position in KB Financial Group in Q3 2021 and has held it in 6 quarters since.
366 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.