Harbour Investments’s KB Financial Group KB Stock Holding History

Harbour 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 Q1	$91.9K	Buy	921 +638	+225%	+$64.1K	﹤0.01%	1995
2025 Q4	$24.3K	Buy	283 +42	+17%	+$3.54K	﹤0.01%	2334
2025 Q3	$20K	Hold	241	–	–	﹤0.01%	2335
2025 Q2	$19.9K	Hold	241	–	–	﹤0.01%	2237
2025 Q1	$13K	Hold	241	–	–	﹤0.01%	2388
2024 Q4	$13.7K	Hold	241	–	–	﹤0.01%	2302
2024 Q3	$14.9K	Hold	241	–	–	﹤0.01%	2193
2024 Q2	$13.6K	Buy	241 +14	+6%	+$761	﹤0.01%	2138
2024 Q1	$11.8K	Sell	227 -22	-9%	-$1.04K	﹤0.01%	2158
2023 Q4	$10.3K	Hold	249	–	–	﹤0.01%	2134
2023 Q3	$10.2K	Buy	249 +213	+592%	+$8.44K	﹤0.01%	2027
2023 Q2	$1.31K	Buy	+36	New	+$1.33K	﹤0.01%	2642
2021 Q4	–	Sell	-1,038	Closed	-$48K	–	3192
2021 Q3	$48K	Buy	1,038 +306	+42%	+$13.8K	﹤0.01%	1795
2021 Q2	$36K	Buy	732 +100	+16%	+$4.99K	﹤0.01%	1990
2021 Q1	$31K	Buy	+632	New	+$26.3K	﹤0.01%	1952

Other funds holding KB

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

BNP Paribas Asset Management

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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