GI
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Gradient Investments’s KB Financial Group KB Stock Holding History

Gradient Investments’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 		$5.56M Buy
52,942
+2,869
+6% +$303K 0.08% 192
2026
Q1 		$4.99M Buy
+50,073
New +$5.03M 0.08% 185
2024
Q1 		– Sell
-43
Closed -$1.78K – 1548
2023
Q4 		$1.78K Hold
43
– – ﹤0.01% 1257
2023
Q3 		$1.77K Hold
43
– – ﹤0.01% 1208
2023
Q2 		$1.56K Buy
+43
New +$1.59K ﹤0.01% 1212

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

Gradient Investments's KB Position: Q2 2026 in Review

Gradient Investments increased its KB Financial Group (KB) stake by 5.7% in Q2 2026, buying an estimated $303K and bringing the position to 52,942 shares worth $5.56M. The position accounts for 0.08% of the portfolio, ranked #192.

Gradient Investments first reported a position in KB in Q2 2023 and has held it in 5 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Gradient Investments held 52,942 shares of KB Financial Group worth $5.56M as of Q2 2026.
  • Gradient Investments bought 2,869 KB Financial Group shares in Q2 2026, an estimated $303K.
  • KB Financial Group made up 0.08% of Gradient Investments's portfolio in Q2 2026, its #192 holding.
  • Gradient Investments first reported a position in KB Financial Group in Q2 2023 and has held it in 5 quarters since.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.