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GeoWealth Management’s KB Financial Group KB Stock Holding History

GeoWealth 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
Q2 		$316K Buy
3,008
+850
+39% +$89.8K 0.01% 635
2026
Q1 		$215K Buy
+2,158
New +$217K 0.01% 699
2024
Q4 		– Sell
-733
Closed -$45.3K – 1848
2024
Q3 		$45.3K Buy
+733
New +$45.5K ﹤0.01% 1101

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

GeoWealth Management's KB Position: Q2 2026 in Review

GeoWealth Management increased its KB Financial Group (KB) stake by 39% in Q2 2026, buying an estimated $89.8K and bringing the position to 3,008 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #635.

GeoWealth Management first reported a position in KB in Q3 2024 and has held it in 3 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • GeoWealth Management held 3,008 shares of KB Financial Group worth $316K as of Q2 2026.
  • GeoWealth Management bought 850 KB Financial Group shares in Q2 2026, an estimated $89.8K.
  • KB Financial Group made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #635 holding.
  • GeoWealth Management first reported a position in KB Financial Group in Q3 2024 and has held it in 3 quarters since.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.