HM Payson & Co’s KB Financial Group KB Stock Holding History

HM Payson & Co’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	–	Sell	-16	Closed	-$1.38K	–	1177
2025 Q4	$1.38K	Buy	+16	New	+$1.35K	﹤0.01%	1088

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

HM Payson & Co's KB Position: Q1 2026 in Review

HM Payson & Co sold out of KB Financial Group (KB) in Q1 2026, closing a stake of 16 shares — an estimated $1.38K sold.

HM Payson & Co first reported a position in KB in Q4 2025 and held it in 1 quarter. The position peaked at $1.38K in Q4 2025. 338 funds tracked by Wall St. Rank hold KB as of Q1 2026.

HM Payson & Co reported no remaining KB Financial Group position as of Q1 2026 after selling out during the quarter.
HM Payson & Co sold 16 KB Financial Group shares in Q1 2026, an estimated $1.38K.
HM Payson & Co first reported a position in KB Financial Group in Q4 2025 and held it in 1 quarter.
HM Payson & Co's KB Financial Group position peaked at $1.38K in Q4 2025.
338 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.