IAS
KB icon

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

Insigneo 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
2025
Q1 		– Sell
-5,710
Closed -$325K – 668
2024
Q4 		$325K Sell
5,710
-51
-0.9% -$3.29K 0.03% 400
2024
Q3 		$356K Buy
+5,761
New +$358K 0.04% 397

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Insigneo Advisory Services's KB Position: Q1 2025 in Review

Insigneo Advisory Services sold out of KB Financial Group (KB) in Q1 2025, closing a stake of 5,710 shares — an estimated $325K sold.

Insigneo Advisory Services first reported a position in KB in Q3 2024 and held it in 2 quarters. The position peaked at $356K in Q3 2024. 238 funds tracked by Wall St. Rank hold KB as of Q1 2025.

  • Insigneo Advisory Services reported no remaining KB Financial Group position as of Q1 2025 after selling out during the quarter.
  • Insigneo Advisory Services sold 5,710 KB Financial Group shares in Q1 2025, an estimated $325K.
  • Insigneo Advisory Services first reported a position in KB Financial Group in Q3 2024 and held it in 2 quarters.
  • Insigneo Advisory Services's KB Financial Group position peaked at $356K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2025.

Based on Insigneo Advisory Services's 13F filing for Q1 2025, filed 18 Apr 2025.