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Gateway Wealth Partners’s KB Financial Group KB Stock Holding History

Gateway Wealth Partners’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 		$382K Buy
3,637
+1,141
+46% +$121K 0.02% 550
2026
Q1 		$249K Buy
+2,496
New +$251K 0.01% 818

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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

Gateway Wealth Partners's KB Position: Q2 2026 in Review

Gateway Wealth Partners increased its KB Financial Group (KB) stake by 46% in Q2 2026, buying an estimated $121K and bringing the position to 3,637 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #550.

Gateway Wealth Partners first reported a position in KB in Q1 2026 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Gateway Wealth Partners held 3,637 shares of KB Financial Group worth $382K as of Q2 2026.
  • Gateway Wealth Partners bought 1,141 KB Financial Group shares in Q2 2026, an estimated $121K.
  • KB Financial Group made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #550 holding.
  • Gateway Wealth Partners first reported a position in KB Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.