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
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return