GI
KB icon

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
Q3 		$6.38M Sell
51,836
-1,106
-2% -$135K 0.09% 174
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Gradient Investments's KB Position: Q3 2026 in Review

Gradient Investments reduced its KB Financial Group (KB) stake by 2.1% in Q3 2026, selling an estimated $135K and leaving 51,836 shares worth $6.38M. The position accounts for 0.09% of the portfolio, ranked #174.

Gradient Investments first reported a position in KB in Q2 2023 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold KB as of Q3 2026.

  • Gradient Investments held 51,836 shares of KB Financial Group worth $6.38M as of Q3 2026.
  • Gradient Investments sold 1,106 KB Financial Group shares in Q3 2026, an estimated $135K.
  • KB Financial Group made up 0.09% of Gradient Investments's portfolio in Q3 2026, its #174 holding.
  • Gradient Investments first reported a position in KB Financial Group in Q2 2023 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.