IWC
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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
Q2 		$672K Buy
6,407
+851
+15% +$89.9K ﹤0.01% 1480
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
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
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

Integrated Wealth Concepts's KB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its KB Financial Group (KB) stake by 15% in Q2 2026, buying an estimated $89.9K and bringing the position to 6,407 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Integrated Wealth Concepts first reported a position in KB in Q2 2025 and has held it in 5 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Integrated Wealth Concepts held 6,407 shares of KB Financial Group worth $672K as of Q2 2026.
  • Integrated Wealth Concepts bought 851 KB Financial Group shares in Q2 2026, an estimated $89.9K.
  • KB Financial Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1480 holding.
  • Integrated Wealth Concepts first reported a position in KB Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.