HWAM
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Hennion & Walsh Asset Management’s KB Financial Group KB Stock Holding History

Hennion & Walsh Asset Management’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 		$1.16M Sell
11,009
-3
-0% -$317 0.03% 524
2026
Q1 		$1.1M Sell
11,012
-149
-1% -$15K 0.04% 493
2025
Q4 		$960K Sell
11,161
-168
-1% -$14.2K 0.03% 525
2025
Q3 		$939K Buy
11,329
+463
+4% +$38K 0.03% 523
2025
Q2 		$897K Buy
10,866
+2,610
+32% +$176K 0.04% 520
2025
Q1 		$447K Buy
+8,256
New +$477K 0.02% 668

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

Hennion & Walsh Asset Management's KB Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its KB Financial Group (KB) stake by 0.03% in Q2 2026, selling an estimated $317 and leaving 11,009 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #524.

Hennion & Walsh Asset Management first reported a position in KB in Q1 2025 and has held it in 6 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Hennion & Walsh Asset Management held 11,009 shares of KB Financial Group worth $1.16M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 3 KB Financial Group shares in Q2 2026, an estimated $317.
  • KB Financial Group made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #524 holding.
  • Hennion & Walsh Asset Management first reported a position in KB Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.