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 Q3	$677K	Buy	5,496 +67	+1%	+$8.15K	0.01%	702
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

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Evergreen Capital Management's KB Position: Q3 2026 in Review

Evergreen Capital Management increased its KB Financial Group (KB) stake by 1.2% in Q3 2026, buying an estimated $8.15K and bringing the position to 5,496 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #702.

Evergreen Capital Management first reported a position in KB in Q4 2021 and has held it in 8 quarters since. 130 funds tracked by Wall St. Rank hold KB as of Q3 2026.

Evergreen Capital Management held 5,496 shares of KB Financial Group worth $677K as of Q3 2026.
Evergreen Capital Management bought 67 KB Financial Group shares in Q3 2026, an estimated $8.15K.
KB Financial Group made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #702 holding.
Evergreen Capital Management first reported a position in KB Financial Group in Q4 2021 and has held it in 8 quarters since.
130 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.