Eagle Bay Advisors’s KB Financial Group KB Stock Holding History

Eagle Bay Advisors’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 Q1	–	Sell	-236	Closed	-$20.3K	–	200
2025 Q4	$20.3K	Buy	+236	New	+$19.9K	0.01%	254
2025 Q1	–	Sell	-263	Closed	-$15K	–	565
2024 Q4	$15K	Sell	263 -16	-6%	-$1.03K	0.01%	508
2024 Q3	$17.2K	Hold	279	–	–	0.01%	663
2024 Q2	$15.8K	Hold	279	–	–	0.01%	477
2024 Q1	$14.8K	Sell	279 -96	-26%	-$4.53K	0.01%	497
2023 Q4	$15.5K	Buy	375 +96	+34%	+$3.89K	0.01%	442
2023 Q3	$11.5K	Hold	279	–	–	0.01%	582
2023 Q2	$10.2K	Hold	279	–	–	0.01%	598
2023 Q1	$10.2K	Hold	279	–	–	0.01%	593
2022 Q4	$10.8K	Hold	279	–	–	0.01%	599
2022 Q3	$8K	Hold	279	–	–	0.01%	624
2022 Q2	$10.4K	Buy	+279	New	+$12.7K	0.01%	637
2022 Q1	–	Sell	-299	Closed	-$14K	–	630
2021 Q4	$14K	Sell	299 -20	-6%	-$950	0.01%	639
2021 Q3	$15K	Buy	319 +40	+14%	+$1.81K	0.01%	671
2021 Q2	$15K	Buy	+279	New	+$13.9K	0.01%	606

Other funds holding KB

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

BNP Paribas Asset Management

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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