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John Rogers’s KB Financial Group KB Stock Holding History

John Rogers’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 		$2.81M Sell
26,798
-23,163
-46% -$2.45M 0.03% 93
2026
Q1 		$4.98M Sell
49,961
-1,354
-3% -$136K 0.06% 86
2025
Q4 		$4.42M Hold
51,315
– – 0.05% 90
2025
Q3 		$4.25M Sell
51,315
-807
-2% -$66.2K 0.05% 92
2025
Q2 		$4.3M Sell
52,122
-52,252
-50% -$3.53M 0.05% 92
2025
Q1 		$5.65M Sell
104,374
-157,242
-60% -$9.08M 0.07% 89
2024
Q4 		$14.9M Sell
261,616
-38,850
-13% -$2.51M 0.16% 86
2024
Q3 		$18.6M Sell
300,466
-1,583
-0.5% -$98.3K 0.19% 83
2024
Q2 		$17.1M Sell
302,049
-16,866
-5% -$917K 0.19% 87
2024
Q1 		$16.6M Sell
318,915
-38,654
-11% -$1.82M 0.16% 87
2023
Q4 		$14.8M Buy
+357,569
New +$14.5M 0.15% 83

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

John Rogers's KB Position: Q2 2026 in Review

John Rogers reduced its KB Financial Group (KB) stake by 46% in Q2 2026, selling an estimated $2.45M and leaving 26,798 shares worth $2.81M. The position accounts for 0.03% of the portfolio, ranked #93.

John Rogers first reported a position in KB in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.6M in Q3 2024. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • John Rogers held 26,798 shares of KB Financial Group worth $2.81M as of Q2 2026.
  • John Rogers sold 23,163 KB Financial Group shares in Q2 2026, an estimated $2.45M.
  • KB Financial Group made up 0.03% of John Rogers's portfolio in Q2 2026, its #93 holding.
  • John Rogers first reported a position in KB Financial Group in Q4 2023 and has held it in 11 quarters since.
  • John Rogers's KB Financial Group position peaked at $18.6M in Q3 2024.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Ariel Investments's 13F filing for Q2 2026, filed 14 Aug 2026.