HWP
KB icon

Highline Wealth Partners’s KB Financial Group KB Stock Holding History

Highline Wealth Partners’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 		$14.2K Buy
135
+19
+16% +$2.01K ﹤0.01% 466
2026
Q1 		$11.6K Sell
116
-2
-2% -$201 ﹤0.01% 422
2025
Q4 		$10.2K Hold
118
– – ﹤0.01% 401
2025
Q3 		$9.78K Buy
118
+6
+5% +$492 ﹤0.01% 417
2025
Q2 		$9.25K Buy
112
+61
+120% +$4.13K ﹤0.01% 345
2025
Q1 		$2.76K Sell
51
-64
-56% -$3.7K ﹤0.01% 571
2024
Q4 		$6.54K Sell
115
-22
-16% -$1.42K ﹤0.01% 297
2024
Q3 		$8.46K Buy
137
+22
+19% +$1.37K ﹤0.01% 279
2024
Q2 		$6.51K Buy
+115
New +$6.25K ﹤0.01% 260

Other funds holding KB

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 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
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Highline Wealth Partners's KB Position: Q2 2026 in Review

Highline Wealth Partners increased its KB Financial Group (KB) stake by 16% in Q2 2026, buying an estimated $2.01K and bringing the position to 135 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Highline Wealth Partners first reported a position in KB in Q2 2024 and has held it in 9 quarters since. 44 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Highline Wealth Partners held 135 shares of KB Financial Group worth $14.2K as of Q2 2026.
  • Highline Wealth Partners bought 19 KB Financial Group shares in Q2 2026, an estimated $2.01K.
  • KB Financial Group made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #466 holding.
  • Highline Wealth Partners first reported a position in KB Financial Group in Q2 2024 and has held it in 9 quarters since.
  • 44 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.