EWP
KB icon

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
Q3 		$21.1K Hold
171
– – 0.01% 665
2026
Q2 		$17.9K Buy
+171
New +$18.1K 0.01% 623

Other funds holding KB

GI
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AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's KB Position: Q3 2026 in Review

Elevation Wealth Partners held its KB Financial Group (KB) position steady in Q3 2026 at 171 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #665.

Elevation Wealth Partners first reported a position in KB in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold KB as of Q3 2026.

  • Elevation Wealth Partners held 171 shares of KB Financial Group worth $21.1K as of Q3 2026.
  • Elevation Wealth Partners left its KB Financial Group share count unchanged in Q3 2026.
  • KB Financial Group made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #665 holding.
  • Elevation Wealth Partners first reported a position in KB Financial Group in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.