EI
KB icon

Ethic Inc’s KB Financial Group KB Stock Holding History

Ethic Inc’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 		$12.8M Buy
121,759
+41,740
+52% +$4.41M 0.16% 123
2026
Q1 		$7.98M Buy
80,019
+11,433
+17% +$1.15M 0.13% 173
2025
Q4 		$5.9M Buy
68,586
+5,980
+10% +$504K 0.09% 217
2025
Q3 		$5.19M Buy
62,606
+5,590
+10% +$458K 0.09% 235
2025
Q2 		$4.65M Sell
57,016
-3,854
-6% -$261K 0.08% 254
2025
Q1 		$3.33M Sell
60,870
-775
-1% -$44.8K 0.07% 300
2024
Q4 		$3.51M Buy
61,645
+1,390
+2% +$89.8K 0.07% 287
2024
Q3 		$3.15M Sell
60,255
-11,949
-17% -$742K 0.08% 280
2024
Q2 		$4.09M Buy
72,204
+11,083
+18% +$602K 0.1% 232
2024
Q1 		$3.18M Sell
61,121
-5,852
-9% -$276K 0.08% 279
2023
Q4 		$2.77M Sell
66,973
-4,900
-7% -$198K 0.08% 292
2023
Q3 		$2.95M Buy
71,873
+6,669
+10% +$264K 0.1% 237
2023
Q2 		$2.37M Sell
65,204
-4,549
-7% -$168K 0.09% 266
2023
Q1 		$2.54M Buy
69,753
+167
+0.2% +$6.9K 0.1% 239
2022
Q4 		$2.69M Buy
69,586
+18,910
+37% +$683K 0.15% 184
2022
Q3 		$1.53M Buy
50,676
+11,994
+31% +$434K 0.1% 246
2022
Q2 		$1.44M Sell
38,682
-6,599
-15% -$300K 0.1% 253
2022
Q1 		$2.21M Buy
45,281
+9,565
+27% +$473K 0.15% 175
2021
Q4 		$1.65M Buy
35,716
+16,710
+88% +$794K 0.13% 197
2021
Q3 		$882K Buy
19,006
+3,519
+23% +$159K 0.09% 249
2021
Q2 		$764K Buy
15,487
+1,803
+13% +$90K 0.09% 258
2021
Q1 		$676K Buy
13,684
+5,342
+64% +$222K 0.12% 219
2020
Q4 		$330K Buy
8,342
+1,644
+25% +$64.3K 0.09% 288
2020
Q3 		$215K Sell
6,698
-803
-11% -$24.9K 0.08% 293
2020
Q2 		$209K Buy
+7,501
New +$205K 0.12% 238
2020
Q1 		– Sell
-5,593
Closed -$231K – 225
2019
Q4 		$231K Buy
+5,593
New +$214K 0.17% 190

Other funds holding KB

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Ethic Inc's KB Position: Q2 2026 in Review

Ethic Inc increased its KB Financial Group (KB) stake by 52% in Q2 2026, buying an estimated $4.41M and bringing the position to 121,759 shares worth $12.8M. The position accounts for 0.16% of the portfolio, ranked #123.

Ethic Inc first reported a position in KB in Q4 2019 and has held it in 26 quarters since. 113 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Ethic Inc held 121,759 shares of KB Financial Group worth $12.8M as of Q2 2026.
  • Ethic Inc bought 41,740 KB Financial Group shares in Q2 2026, an estimated $4.41M.
  • KB Financial Group made up 0.16% of Ethic Inc's portfolio in Q2 2026, its #123 holding.
  • Ethic Inc first reported a position in KB Financial Group in Q4 2019 and has held it in 26 quarters since.
  • 113 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.