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EP Wealth Advisors’s KB Financial Group KB Stock Holding History

EP Wealth 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
Q2 		$379K Buy
+3,608
New +$381K ﹤0.01% 1166

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

EP Wealth Advisors's KB Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in KB Financial Group (KB) in Q2 2026: 3,608 shares worth $379K. The stake represents ﹤0.01% of the portfolio and ranks #1166 among its holdings.

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

  • EP Wealth Advisors held 3,608 shares of KB Financial Group worth $379K as of Q2 2026.
  • KB Financial Group was a new EP Wealth Advisors position in Q2 2026.
  • KB Financial Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1166 holding.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.