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Global Retirement Partners’s KB Financial Group KB Stock Holding History

Global Retirement 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 		$673K Buy
+6,416
New +$678K 0.01% 901
2025
Q4 		$250K Buy
2,904
+1,963
+209% +$165K ﹤0.01% 1339
2025
Q3 		$78K Sell
941
-7,304
-89% -$599K ﹤0.01% 1639
2025
Q2 		$681K Buy
+8,245
New +$558K 0.02% 615
2024
Q4 		$1.99K Hold
35
– – ﹤0.01% 3073
2024
Q3 		$2.16K Sell
35
-15
-30% -$932 ﹤0.01% 2911
2024
Q2 		$2.83K Hold
50
– – ﹤0.01% 2833
2024
Q1 		$2.6K Hold
50
– – ﹤0.01% 2646
2023
Q4 		$1.89K Hold
50
– – ﹤0.01% 2703
2023
Q3 		$2.02K Buy
50
+15
+43% +$594 ﹤0.01% 2537
2023
Q2 		$1.27K Hold
35
– – ﹤0.01% 2703
2023
Q1 		$1.26K Sell
35
-56
-62% -$2.31K ﹤0.01% 2657
2022
Q4 		$3.52K Sell
91
-12
-12% -$433 ﹤0.01% 2152
2022
Q3 		$3K Sell
103
-19
-16% -$687 ﹤0.01% 2113
2022
Q2 		$5K Sell
122
-51
-29% -$2.32K ﹤0.01% 1891
2022
Q1 		$8K Buy
+173
New +$8.55K ﹤0.01% 1715
2021
Q4 		– Sell
-152
Closed -$7K – 1081
2021
Q3 		$7K Buy
152
+47
+45% +$2.13K ﹤0.01% 1523
2021
Q2 		$5K Buy
+105
New +$5.24K ﹤0.01% 1568
2020
Q2 		– Sell
-14
Closed – – 1673
2020
Q1 		$0 Hold
14
– – ﹤0.01% 1635
2019
Q4 		$1K Hold
14
– – ﹤0.01% 1543
2019
Q3 		$1K Hold
14
– – ﹤0.01% 1519
2019
Q2 		$1K Sell
14
-73
-84% -$2.85K ﹤0.01% 1515
2019
Q1 		$3K Hold
87
– – ﹤0.01% 1348
2018
Q4 		$4K Hold
87
– – ﹤0.01% 1216
2018
Q3 		$4K Hold
87
– – ﹤0.01% 1270
2018
Q2 		$4K Hold
87
– – ﹤0.01% 1248
2018
Q1 		$5K Buy
87
+20
+30% +$1.2K ﹤0.01% 1153
2017
Q4 		$4K Buy
67
+53
+379% +$2.81K ﹤0.01% 1165
2017
Q3 		$1K Buy
+14
New +$698 ﹤0.01% 1178

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

Global Retirement Partners's KB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in KB Financial Group (KB) in Q2 2026: 6,416 shares worth $673K. The stake represents 0.01% of the portfolio and ranks #901 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in KB as recently as Q4 2025.

Global Retirement Partners first reported a position in KB in Q3 2017 and has held it in 29 quarters since. The position peaked at $681K in Q2 2025. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Global Retirement Partners held 6,416 shares of KB Financial Group worth $673K as of Q2 2026.
  • KB Financial Group was a new Global Retirement Partners position in Q2 2026.
  • KB Financial Group made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #901 holding.
  • Global Retirement Partners first reported a position in KB Financial Group in Q3 2017 and has held it in 29 quarters since.
  • Global Retirement Partners's KB Financial Group position peaked at $681K in Q2 2025.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.