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Gitterman Wealth Management’s KB Financial Group KB Stock Holding History

Gitterman Wealth 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
2025
Q3 		$289K Buy
3,492
+292
+9% +$23.9K 0.07% 90
2025
Q2 		$264K Buy
+3,200
New +$216K 0.06% 95
2022
Q2 		– Sell
-4,165
Closed -$204K – 86
2022
Q1 		$204K Buy
+4,165
New +$206K 0.16% 88

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Gitterman Wealth Management's KB Position: Q3 2025 in Review

Gitterman Wealth Management increased its KB Financial Group (KB) stake by 9.1% in Q3 2025, buying an estimated $23.9K and bringing the position to 3,492 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #90.

Gitterman Wealth Management first reported a position in KB in Q1 2022 and has held it in 3 quarters since. 270 funds tracked by Wall St. Rank hold KB as of Q3 2025.

  • Gitterman Wealth Management held 3,492 shares of KB Financial Group worth $289K as of Q3 2025.
  • Gitterman Wealth Management bought 292 KB Financial Group shares in Q3 2025, an estimated $23.9K.
  • KB Financial Group made up 0.07% of Gitterman Wealth Management's portfolio in Q3 2025, its #90 holding.
  • Gitterman Wealth Management first reported a position in KB Financial Group in Q1 2022 and has held it in 3 quarters since.
  • 270 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.