Financial Counselors Inc’s KB Financial Group KB Stock Holding History

Financial Counselors 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
2025 Q2	–	Sell	-4,020	Closed	-$218K	–	302
2025 Q1	$218K	Sell	4,020 -2,897	-42%	-$167K	﹤0.01%	559
2024 Q4	$394K	Hold	6,917	–	–	0.01%	449
2024 Q3	$427K	Buy	6,917 +593	+9%	+$36.8K	0.01%	455
2024 Q2	$358K	Sell	6,324 -52	-0.8%	-$2.83K	0.01%	455
2024 Q1	$332K	Hold	6,376	–	–	0.01%	483
2023 Q4	$264K	Buy	6,376 +995	+18%	+$40.3K	﹤0.01%	516
2023 Q3	$221K	Buy	+5,381	New	+$213K	﹤0.01%	521
2022 Q3	–	Sell	-5,638	Closed	-$210K	–	497
2022 Q2	$210K	Hold	5,638	–	–	﹤0.01%	474
2022 Q1	$275K	Sell	5,638 -41	-0.7%	-$2.03K	0.01%	446
2021 Q4	$262K	Buy	5,679 +511	+10%	+$24.3K	0.01%	452
2021 Q3	$240K	Buy	+5,168	New	+$234K	0.01%	490

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Financial Counselors Inc's KB Position: Q2 2025 in Review

Financial Counselors Inc sold out of KB Financial Group (KB) in Q2 2025, closing a stake of 4,020 shares — an estimated $218K sold.

Financial Counselors Inc first reported a position in KB in Q3 2021 and held it in 11 quarters. The position peaked at $427K in Q3 2024. 265 funds tracked by Wall St. Rank hold KB as of Q2 2025.

Financial Counselors Inc reported no remaining KB Financial Group position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 4,020 KB Financial Group shares in Q2 2025, an estimated $218K.
Financial Counselors Inc first reported a position in KB Financial Group in Q3 2021 and held it in 11 quarters.
Financial Counselors Inc's KB Financial Group position peaked at $427K in Q3 2024.
265 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.