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KB Financial Partners’s Factset FDS Stock Holding History

KB Financial Partners’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$527K Buy
1,205
+11
+0.9% +$4.68K 0.15% 84
2023
Q2 		$479K Buy
1,194
+52
+5% +$21K 0.13% 99
2023
Q1 		$474K Sell
1,142
-7
-0.6% -$2.92K 0.14% 100
2022
Q4 		$461K Buy
1,149
+16
+1% +$6.82K 0.16% 98
2022
Q3 		$453K Buy
1,133
+193
+21% +$81.7K 0.16% 83
2022
Q2 		$361K Buy
940
+20
+2% +$7.83K 0.12% 103
2022
Q1 		$399K Buy
920
+131
+17% +$55.3K 0.11% 107
2021
Q4 		$384K Buy
789
+44
+6% +$19.7K 0.11% 107
2021
Q3 		$294K Buy
745
+78
+12% +$28.4K 0.11% 118
2021
Q2 		$224K Buy
667
+167
+33% +$54.7K 0.08% 144
2021
Q1 		$154K Buy
+500
New +$158K 0.07% 176

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KB Financial Partners's FDS Position: Q3 2023 in Review

KB Financial Partners increased its Factset (FDS) stake by 0.92% in Q3 2023, buying an estimated $4.68K and bringing the position to 1,205 shares worth $527K. The position accounts for 0.15% of the portfolio, ranked #84.

KB Financial Partners first reported a position in FDS in Q1 2021 and has held it in 11 quarters since. 731 funds tracked by Wall St. Rank hold FDS as of Q3 2023.

  • KB Financial Partners held 1,205 shares of Factset worth $527K as of Q3 2023.
  • KB Financial Partners bought 11 Factset shares in Q3 2023, an estimated $4.68K.
  • Factset made up 0.15% of KB Financial Partners's portfolio in Q3 2023, its #84 holding.
  • KB Financial Partners first reported a position in Factset in Q1 2021 and has held it in 11 quarters since.
  • 731 funds tracked by Wall St. Rank held Factset as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.