KB Financial Partners’s Visa V Stock Holding History

KB Financial Partners’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.96M	Buy	12,887 +56	+0.4%	+$13.5K	0.85%	12
2023 Q2	$3.05M	Buy	12,831 +5,544	+76%	+$1.27M	0.84%	13
2023 Q1	$1.64M	Buy	7,287 +390	+6%	+$86.8K	0.48%	17
2022 Q4	$1.43M	Sell	6,897 -812	-11%	-$164K	0.49%	20
2022 Q3	$1.37M	Buy	7,709 +1,119	+17%	+$228K	0.49%	16
2022 Q2	$1.3M	Buy	6,590 +1,929	+41%	+$399K	0.45%	17
2022 Q1	$1.03M	Buy	4,661 +658	+16%	+$142K	0.29%	27
2021 Q4	$868K	Buy	4,003 +43	+1%	+$9.23K	0.25%	30
2021 Q3	$882K	Sell	3,960 -188	-5%	-$44.1K	0.32%	26
2021 Q2	$970K	Buy	4,148 +2,052	+98%	+$469K	0.37%	23
2021 Q1	$444K	Buy	+2,096	New	+$441K	0.19%	49

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

KB Financial Partners increased its Visa (V) stake by 0.44% in Q3 2023, buying an estimated $13.5K and bringing the position to 12,887 shares worth $2.96M. The position accounts for 0.85% of the portfolio, ranked #12.

KB Financial Partners first reported a position in V in Q1 2021 and has held it in 11 quarters since. The position peaked at $3.05M in Q2 2023. 3,513 funds tracked by Wall St. Rank hold V as of Q3 2023.

KB Financial Partners held 12,887 shares of Visa worth $2.96M as of Q3 2023.
KB Financial Partners bought 56 Visa shares in Q3 2023, an estimated $13.5K.
Visa made up 0.85% of KB Financial Partners's portfolio in Q3 2023, its #12 holding.
KB Financial Partners first reported a position in Visa in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Visa position peaked at $3.05M in Q2 2023.
3,513 funds tracked by Wall St. Rank held Visa as of Q3 2023.

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