HWM
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HighMark Wealth Management’s KB Financial Group KB Stock Holding History

HighMark Wealth 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
2025
Q4 		– Sell
-24
Closed -$1.99K – 626
2025
Q3 		$1.99K Buy
+24
New +$1.97K ﹤0.01% 487

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

HighMark Wealth Management's KB Position: Q4 2025 in Review

HighMark Wealth Management sold out of KB Financial Group (KB) in Q4 2025, closing a stake of 24 shares — an estimated $1.99K sold.

HighMark Wealth Management first reported a position in KB in Q3 2025 and held it in 1 quarter. The position peaked at $1.99K in Q3 2025. 297 funds tracked by Wall St. Rank hold KB as of Q4 2025.

  • HighMark Wealth Management reported no remaining KB Financial Group position as of Q4 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 24 KB Financial Group shares in Q4 2025, an estimated $1.99K.
  • HighMark Wealth Management first reported a position in KB Financial Group in Q3 2025 and held it in 1 quarter.
  • HighMark Wealth Management's KB Financial Group position peaked at $1.99K in Q3 2025.
  • 297 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.