EWA
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EverSource Wealth Advisors’s KB Financial Group KB Stock Holding History

EverSource 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 		$526K Sell
5,009
-4,084
-45% -$431K 0.02% 547
2026
Q1 		$907K Buy
9,093
+2,967
+48% +$298K 0.03% 411
2025
Q4 		$527K Sell
6,126
-1,122
-15% -$94.5K 0.02% 526
2025
Q3 		$601K Buy
7,248
+556
+8% +$45.6K 0.02% 434
2025
Q2 		$553K Buy
6,692
+684
+11% +$46.3K 0.03% 412
2025
Q1 		$325K Buy
6,008
+1,436
+31% +$82.9K 0.02% 495
2024
Q4 		$260K Sell
4,572
-19
-0.4% -$1.23K 0.01% 552
2024
Q3 		$283K Sell
4,591
-1,905
-29% -$118K 0.02% 462
2024
Q2 		$424K Buy
6,496
+192
+3% +$10.4K 0.03% 351
2024
Q1 		$340K Buy
6,304
+510
+9% +$24.1K 0.03% 351
2023
Q4 		$240K Buy
5,794
+870
+18% +$35.2K 0.02% 390
2023
Q3 		$202K Buy
4,924
+517
+12% +$20.5K 0.02% 394
2023
Q2 		$160K Buy
4,407
+3,061
+227% +$113K 0.02% 447
2023
Q1 		$49K Sell
1,346
-2,209
-62% -$91.2K 0.01% 801
2022
Q4 		$137K Buy
3,555
+916
+35% +$33.1K 0.02% 428
2022
Q3 		$79K Sell
2,639
-230
-8% -$8.31K 0.02% 503
2022
Q2 		$107K Buy
2,869
+1,882
+191% +$85.5K 0.03% 355
2022
Q1 		$48K Buy
987
+134
+16% +$6.62K 0.01% 472
2021
Q4 		$39K Buy
+853
New +$40.5K 0.01% 471

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

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

EverSource Wealth Advisors reduced its KB Financial Group (KB) stake by 45% in Q2 2026, selling an estimated $431K and leaving 5,009 shares worth $526K. The position accounts for 0.02% of the portfolio, ranked #547.

EverSource Wealth Advisors first reported a position in KB in Q4 2021 and has held it in 19 quarters since. The position peaked at $907K in Q1 2026. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • EverSource Wealth Advisors held 5,009 shares of KB Financial Group worth $526K as of Q2 2026.
  • EverSource Wealth Advisors sold 4,084 KB Financial Group shares in Q2 2026, an estimated $431K.
  • KB Financial Group made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #547 holding.
  • EverSource Wealth Advisors first reported a position in KB Financial Group in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's KB Financial Group position peaked at $907K in Q1 2026.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.