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Glass Jacobson Investment Advisors’s KB Financial Group KB Stock Holding History

Glass Jacobson Investment Advisors’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
-115
Closed -$6.54K – 697
2025
Q1 		$6.54K Hold
115
– – ﹤0.01% 644
2024
Q4 		$6.54K Buy
+115
New +$7.43K ﹤0.01% 644

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Glass Jacobson Investment Advisors's KB Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of KB Financial Group (KB) in Q2 2025, closing a stake of 115 shares — an estimated $6.54K sold.

Glass Jacobson Investment Advisors first reported a position in KB in Q4 2024 and held it in 2 quarters. The position peaked at $6.54K in Q1 2025. 265 funds tracked by Wall St. Rank hold KB as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining KB Financial Group position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 115 KB Financial Group shares in Q2 2025, an estimated $6.54K.
  • Glass Jacobson Investment Advisors first reported a position in KB Financial Group in Q4 2024 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's KB Financial Group position peaked at $6.54K in Q1 2025.
  • 265 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.