KAS
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Kestra Advisory Services’s KB Financial Group KB Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-459
Closed -$39.5K – 3792
2025
Q4 		$39.5K Buy
+459
New +$38.7K ﹤0.01% 4098

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Morgan Stanley
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Bank of America
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Kestra Advisory Services's KB Position: Q1 2026 in Review

Kestra Advisory Services sold out of KB Financial Group (KB) in Q1 2026, closing a stake of 459 shares — an estimated $39.5K sold.

Kestra Advisory Services first reported a position in KB in Q4 2025 and held it in 1 quarter. The position peaked at $39.5K in Q4 2025. 338 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Kestra Advisory Services reported no remaining KB Financial Group position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 459 KB Financial Group shares in Q1 2026, an estimated $39.5K.
  • Kestra Advisory Services first reported a position in KB Financial Group in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's KB Financial Group position peaked at $39.5K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.