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Evergreen Capital Management’s KB Financial Group KB Stock Holding History

Evergreen Capital 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 		$570K Buy
5,429
+418
+8% +$44.2K 0.01% 833
2026
Q1 		$500K Buy
5,011
+492
+11% +$49.4K 0.01% 789
2025
Q4 		$389K Sell
4,519
-96
-2% -$8.09K 0.01% 890
2025
Q3 		$383K Buy
4,615
+225
+5% +$18.5K 0.01% 803
2025
Q2 		$363K Buy
+4,390
New +$297K 0.01% 716
2022
Q2 		– Sell
-6,551
Closed -$320K – 629
2022
Q1 		$320K Buy
6,551
+1,341
+26% +$66.3K 0.01% 469
2021
Q4 		$240K Buy
+5,210
New +$248K 0.01% 540

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

Evergreen Capital Management's KB Position: Q2 2026 in Review

Evergreen Capital Management increased its KB Financial Group (KB) stake by 8.3% in Q2 2026, buying an estimated $44.2K and bringing the position to 5,429 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #833.

Evergreen Capital Management first reported a position in KB in Q4 2021 and has held it in 7 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Evergreen Capital Management held 5,429 shares of KB Financial Group worth $570K as of Q2 2026.
  • Evergreen Capital Management bought 418 KB Financial Group shares in Q2 2026, an estimated $44.2K.
  • KB Financial Group made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #833 holding.
  • Evergreen Capital Management first reported a position in KB Financial Group in Q4 2021 and has held it in 7 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.