Envestnet Asset Management
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Envestnet Asset Management’s KB Financial Group KB Stock Holding History

Envestnet Asset 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 		$30.1M Buy
286,393
+47,643
+20% +$5.03M 0.01% 1164
2026
Q1 		$23.8M Buy
238,750
+65,465
+38% +$6.57M 0.01% 1233
2025
Q4 		$14.9M Sell
173,285
-1,202
-0.7% -$101K ﹤0.01% 1412
2025
Q3 		$14.5M Sell
174,487
-437
-0.2% -$35.8K ﹤0.01% 1510
2025
Q2 		$14.4M Buy
174,924
+682
+0.4% +$46.1K ﹤0.01% 1474
2025
Q1 		$9.43M Buy
174,242
+4,448
+3% +$257K ﹤0.01% 1704
2024
Q4 		$9.66M Buy
169,794
+1,950
+1% +$126K ﹤0.01% 1674
2024
Q3 		$10.4M Buy
167,844
+2,153
+1% +$134K ﹤0.01% 1608
2024
Q2 		$9.38M Buy
165,691
+7,809
+5% +$425K ﹤0.01% 1611
2024
Q1 		$8.22M Buy
157,882
+1,049
+0.7% +$49.5K ﹤0.01% 1652
2023
Q4 		$6.49M Buy
156,833
+434
+0.3% +$17.6K ﹤0.01% 1721
2023
Q3 		$6.43M Buy
156,399
+69,608
+80% +$2.76M ﹤0.01% 1648
2023
Q2 		$3.16M Sell
86,791
-5,591
-6% -$206K ﹤0.01% 1983
2023
Q1 		$3.36M Sell
92,382
-44,883
-33% -$1.85M ﹤0.01% 1872
2022
Q4 		$5.31M Sell
137,265
-29,942
-18% -$1.08M ﹤0.01% 1561
2022
Q3 		$5.04M Sell
167,207
-25,504
-13% -$922K ﹤0.01% 1515
2022
Q2 		$7.17M Sell
192,711
-428
-0.2% -$19.4K ﹤0.01% 1320
2022
Q1 		$9.43M Buy
193,139
+24,662
+15% +$1.22M ﹤0.01% 1237
2021
Q4 		$7.78M Buy
168,477
+46,108
+38% +$2.19M ﹤0.01% 1335
2021
Q3 		$5.68M Buy
122,369
+13,929
+13% +$630K ﹤0.01% 1455
2021
Q2 		$5.35M Buy
108,440
+21,244
+24% +$1.06M ﹤0.01% 1470
2021
Q1 		$4.31M Buy
87,196
+8,441
+11% +$351K ﹤0.01% 1496
2020
Q4 		$3.12M Buy
78,755
+11,381
+17% +$445K ﹤0.01% 1509
2020
Q3 		$2.16M Buy
67,374
+923
+1% +$28.6K ﹤0.01% 1578
2020
Q2 		$1.85M Buy
66,451
+2,102
+3% +$57.4K ﹤0.01% 1613
2020
Q1 		$1.75M Buy
64,349
+22,218
+53% +$753K ﹤0.01% 1494
2019
Q4 		$1.74M Buy
42,131
+2,255
+6% +$86.3K ﹤0.01% 1686
2019
Q3 		$1.42M Buy
39,876
+2,405
+6% +$84.7K ﹤0.01% 1743
2019
Q2 		$1.48M Buy
37,471
+4,396
+13% +$171K ﹤0.01% 1725
2019
Q1 		$1.23M Sell
33,075
-6,374
-16% -$255K ﹤0.01% 1761
2018
Q4 		$1.66M Buy
+39,449
New +$1.73M ﹤0.01% 1437
2018
Q3 		– Sell
-12,543
Closed -$583K – 1956
2018
Q2 		$583K Buy
12,543
+127
+1% +$6.7K ﹤0.01% 1259
2018
Q1 		$715K Sell
12,416
-13,875
-53% -$832K ﹤0.01% 1063
2017
Q4 		$1.54M Buy
26,291
+5,277
+25% +$280K ﹤0.01% 1046
2017
Q3 		$1.03M Buy
21,014
+1,733
+9% +$86.4K ﹤0.01% 1154
2017
Q2 		$975K Buy
19,281
+747
+4% +$34.8K ﹤0.01% 1199
2017
Q1 		$815K Buy
18,534
+1,486
+9% +$61.2K ﹤0.01% 1305
2016
Q4 		$601K Sell
17,048
-945
-5% -$34K ﹤0.01% 1417
2016
Q3 		$616K Buy
17,993
+1,074
+6% +$35.2K ﹤0.01% 1456
2016
Q2 		$482K Sell
16,919
-90
-0.5% -$2.61K ﹤0.01% 1659
2016
Q1 		$469K Buy
17,009
+252
+2% +$6.44K ﹤0.01% 1672
2015
Q4 		$467K Sell
16,757
-1,698
-9% -$51.3K ﹤0.01% 1627
2015
Q3 		$542K Sell
18,455
-1,503
-8% -$45.6K ﹤0.01% 1570
2015
Q2 		$656K Sell
19,958
-2,910
-13% -$105K ﹤0.01% 1598
2015
Q1 		$804K Buy
22,868
+22,828
+57,070% +$779K ﹤0.01% 1374
2014
Q4 		$1K Sell
40
-357
-90% -$12.8K ﹤0.01% 2399
2014
Q3 		$14K Buy
+397
New +$15.1K ﹤0.01% 2009
2014
Q1 		– Sell
-83
Closed -$3K – 2603
2013
Q4 		$3K Buy
+83
New +$3.13K ﹤0.01% 2141

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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
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
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

Envestnet Asset Management's KB Position: Q2 2026 in Review

Envestnet Asset Management increased its KB Financial Group (KB) stake by 20% in Q2 2026, buying an estimated $5.03M and bringing the position to 286,393 shares worth $30.1M. The position accounts for 0.01% of the portfolio, ranked #1164.

Envestnet Asset Management first reported a position in KB in Q4 2013 and has held it in 48 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Envestnet Asset Management held 286,393 shares of KB Financial Group worth $30.1M as of Q2 2026.
  • Envestnet Asset Management bought 47,643 KB Financial Group shares in Q2 2026, an estimated $5.03M.
  • KB Financial Group made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1164 holding.
  • Envestnet Asset Management first reported a position in KB Financial Group in Q4 2013 and has held it in 48 quarters since.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.