Jones Financial Companies
KB icon

Jones Financial Companies’s KB Financial Group KB Stock Holding History

Jones Financial Companies’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 		$10.8M Buy
109,766
+4,753
+5% +$502K ﹤0.01% 899
2026
Q1 		$10.4M Buy
105,013
+104,649
+28,750% +$10.5M 0.01% 811
2025
Q4 		$31.3K Sell
364
-136
-27% -$11.5K ﹤0.01% 2741
2025
Q3 		$40.5K Buy
500
+326
+187% +$26.7K ﹤0.01% 2462
2025
Q2 		$14.2K Hold
174
– – ﹤0.01% 2739
2025
Q1 		$9.29K Sell
174
-20
-10% -$1.16K ﹤0.01% 2751
2024
Q4 		$11K Buy
194
+10
+5% +$646 ﹤0.01% 2495
2024
Q3 		$11.7K Buy
184
+110
+149% +$6.83K ﹤0.01% 2162
2024
Q2 		$4.19K Buy
+74
New +$4.02K ﹤0.01% 1982

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

Jones Financial Companies's KB Position: Q2 2026 in Review

Jones Financial Companies increased its KB Financial Group (KB) stake by 4.5% in Q2 2026, buying an estimated $502K and bringing the position to 109,766 shares worth $10.8M. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Jones Financial Companies first reported a position in KB in Q2 2024 and has held it in 9 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Jones Financial Companies held 109,766 shares of KB Financial Group worth $10.8M as of Q2 2026.
  • Jones Financial Companies bought 4,753 KB Financial Group shares in Q2 2026, an estimated $502K.
  • KB Financial Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #899 holding.
  • Jones Financial Companies first reported a position in KB Financial Group in Q2 2024 and has held it in 9 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.