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Integrated Wealth Concepts’s KB Financial Group KB Stock Holding History

Integrated Wealth Concepts’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 		$554K Buy
5,556
+914
+20% +$91.8K ﹤0.01% 1473
2025
Q4 		$399K Buy
4,642
+426
+10% +$35.9K ﹤0.01% 1190
2025
Q3 		$350K Buy
4,216
+114
+3% +$9.35K ﹤0.01% 1551
2025
Q2 		$339K Buy
+4,102
New +$277K ﹤0.01% 1488

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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

Integrated Wealth Concepts's KB Position: Q1 2026 in Review

Integrated Wealth Concepts increased its KB Financial Group (KB) stake by 20% in Q1 2026, buying an estimated $91.8K and bringing the position to 5,556 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Integrated Wealth Concepts first reported a position in KB in Q2 2025 and has held it in 4 quarters since. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Integrated Wealth Concepts held 5,556 shares of KB Financial Group worth $554K as of Q1 2026.
  • Integrated Wealth Concepts bought 914 KB Financial Group shares in Q1 2026, an estimated $91.8K.
  • KB Financial Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1473 holding.
  • Integrated Wealth Concepts first reported a position in KB Financial Group in Q2 2025 and has held it in 4 quarters since.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.