GWM
KB icon

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

GK 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
2026
Q2 		$469K Buy
+4,469
New +$472K 0.25% 105

Other funds holding KB

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GK Wealth Management's KB Position: Q2 2026 in Review

GK Wealth Management opened a new position in KB Financial Group (KB) in Q2 2026: 4,469 shares worth $469K. The stake represents 0.25% of the portfolio and ranks #105 among its holdings.

44 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • GK Wealth Management held 4,469 shares of KB Financial Group worth $469K as of Q2 2026.
  • KB Financial Group was a new GK Wealth Management position in Q2 2026.
  • KB Financial Group made up 0.25% of GK Wealth Management's portfolio in Q2 2026, its #105 holding.
  • 44 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.