IMA Advisory Services’s KB Financial Group KB Stock Holding History

IMA Advisory Services’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	$1.78K	Buy	17 +6	+55%	+$634	﹤0.01%	1119
2026 Q1	$1.1K	Sell	11 -1	-8%	-$100	﹤0.01%	762
2025 Q4	$1.03K	Buy	+12	New	+$1.01K	﹤0.01%	784

Other funds holding KB

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

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

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 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

IMA Advisory Services's KB Position: Q2 2026 in Review

IMA Advisory Services increased its KB Financial Group (KB) stake by 55% in Q2 2026, buying an estimated $634 and bringing the position to 17 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

IMA Advisory Services first reported a position in KB in Q4 2025 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

IMA Advisory Services held 17 shares of KB Financial Group worth $1.78K as of Q2 2026.
IMA Advisory Services bought 6 KB Financial Group shares in Q2 2026, an estimated $634.
KB Financial Group made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1119 holding.
IMA Advisory Services first reported a position in KB Financial Group in Q4 2025 and has held it in 3 quarters since.
368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.