EWM
KB icon

Empirical Wealth Management’s KB Financial Group KB Stock Holding History

Empirical Wealth Management’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 		$635K Buy
6,054
+1,463
+32% +$155K 0.01% 574
2026
Q1 		$458K Buy
4,591
+739
+19% +$74.2K 0.01% 604
2025
Q4 		$331K Buy
+3,852
New +$325K 0.01% 662

Other funds holding KB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Empirical Wealth Management's KB Position: Q2 2026 in Review

Empirical Wealth Management increased its KB Financial Group (KB) stake by 32% in Q2 2026, buying an estimated $155K and bringing the position to 6,054 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #574.

Empirical Wealth Management first reported a position in KB in Q4 2025 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Empirical Wealth Management held 6,054 shares of KB Financial Group worth $635K as of Q2 2026.
  • Empirical Wealth Management bought 1,463 KB Financial Group shares in Q2 2026, an estimated $155K.
  • KB Financial Group made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #574 holding.
  • Empirical Wealth Management first reported a position in KB Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.