Elevation Wealth Partners’s KB Financial Group KB Stock Holding History

Elevation Wealth Partners’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	$17.9K	Buy	+171	New	+$18.1K	0.01%	623

Other funds holding KB

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Elevation Wealth Partners's KB Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in KB Financial Group (KB) in Q2 2026: 171 shares worth $17.9K. The stake represents 0.01% of the portfolio and ranks #623 among its holdings.

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

Elevation Wealth Partners held 171 shares of KB Financial Group worth $17.9K as of Q2 2026.
KB Financial Group was a new Elevation Wealth Partners position in Q2 2026.
KB Financial Group made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #623 holding.
102 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.