HJIM
KB icon

Henry James International Management’s KB Financial Group KB Stock Holding History

Henry James International 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 		$4.54M Sell
43,268
-19,768
-31% -$2.09M 1.36% 25
2026
Q1 		$6.29M Buy
63,036
+20
+0% +$2.01K 2.27% 13
2025
Q4 		$5.42M Sell
63,016
-76
-0.1% -$6.4K 1.71% 21
2025
Q3 		$5.23M Sell
63,092
-16
-0% -$1.31K 1.6% 21
2025
Q2 		$5.21M Buy
63,108
+24
+0% +$1.62K 1.71% 21
2025
Q1 		$3.41M Buy
63,084
+45
+0.1% +$2.6K 1.17% 29
2024
Q4 		$3.59M Buy
63,039
+293
+0.5% +$18.9K 1.29% 27
2024
Q3 		$3.87M Sell
62,746
-143
-0.2% -$8.88K 1.35% 26
2024
Q2 		$3.56M Sell
62,889
-11,470
-15% -$624K 1.26% 29
2024
Q1 		$3.87M Buy
74,359
+15,602
+27% +$736K 1.19% 25
2023
Q4 		$2.43M Sell
58,757
-877
-1% -$35.5K 0.91% 32
2023
Q3 		$2.45M Buy
59,634
+4,846
+9% +$192K 1.06% 29
2023
Q2 		$1.99M Sell
54,788
-3,452
-6% -$127K 0.86% 36
2023
Q1 		$2.12M Buy
58,240
+3,542
+6% +$146K 0.9% 35
2022
Q4 		$2.11M Sell
54,698
-5,303
-9% -$191K 1.02% 31
2022
Q3 		$1.81M Buy
60,001
+3
+0% +$108 1.01% 32
2022
Q2 		$2.23M Sell
59,998
-15,997
-21% -$727K 1.12% 30
2022
Q1 		$3.71M Buy
75,995
+560
+0.7% +$27.7K 1.46% 25
2021
Q4 		$3.48M Buy
75,435
+9,194
+14% +$437K 1.07% 27
2021
Q3 		$3.07M Sell
66,241
-10,656
-14% -$482K 0.97% 30
2021
Q2 		$3.79M Buy
76,897
+6,205
+9% +$310K 1.08% 34
2021
Q1 		$3.49M Buy
70,692
+17,784
+34% +$740K 1.05% 33
2020
Q4 		$2.1M Buy
52,908
+17,797
+51% +$697K 0.73% 43
2020
Q3 		$1.13M Sell
35,111
-272
-0.8% -$8.43K 0.46% 54
2020
Q2 		$984K Sell
35,383
-609
-2% -$16.6K 0.41% 59
2020
Q1 		$979K Sell
35,992
-68
-0.2% -$2.3K 0.5% 48
2019
Q4 		$1.49M Buy
36,060
+11,500
+47% +$440K 0.58% 46
2019
Q3 		$877K Sell
24,560
-14,585
-37% -$514K 0.37% 69
2019
Q2 		$1.54M Sell
39,145
-613
-2% -$23.9K 0.66% 40
2019
Q1 		$1.47M Sell
39,758
-14,007
-26% -$560K 0.67% 40
2018
Q4 		$2.26M Buy
53,765
+30,761
+134% +$1.35M 1.46% 20
2018
Q3 		$1.11M Buy
+23,004
New +$1.07M 0.42% 70

Other funds holding KB

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Henry James International Management's KB Position: Q2 2026 in Review

Henry James International Management reduced its KB Financial Group (KB) stake by 31% in Q2 2026, selling an estimated $2.09M and leaving 43,268 shares worth $4.54M. The position accounts for 1.36% of the portfolio, ranked #25.

Henry James International Management first reported a position in KB in Q3 2018 and has held it in 32 quarters since. The position peaked at $6.29M in Q1 2026. 110 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Henry James International Management held 43,268 shares of KB Financial Group worth $4.54M as of Q2 2026.
  • Henry James International Management sold 19,768 KB Financial Group shares in Q2 2026, an estimated $2.09M.
  • KB Financial Group made up 1.36% of Henry James International Management's portfolio in Q2 2026, its #25 holding.
  • Henry James International Management first reported a position in KB Financial Group in Q3 2018 and has held it in 32 quarters since.
  • Henry James International Management's KB Financial Group position peaked at $6.29M in Q1 2026.
  • 110 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Henry James International Management's 13F filing for Q2 2026, filed 9 Jul 2026.