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Knights of Columbus Asset Advisors’s KB Financial Group KB Stock Holding History

Knights of Columbus Asset Advisors’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 		$364K Hold
3,646
– – 0.02% 327
2025
Q4 		$314K Hold
3,646
– – 0.02% 332
2025
Q3 		$302K Sell
3,646
-4,425
-55% -$363K 0.02% 311
2025
Q2 		$667K Hold
8,071
– – 0.04% 268
2025
Q1 		$437K Sell
8,071
-76
-0.9% -$4.39K 0.03% 268
2024
Q4 		$464K Sell
8,147
-485
-6% -$31.3K 0.03% 270
2024
Q3 		$533K Buy
8,632
+599
+7% +$37.2K 0.04% 270
2024
Q2 		$455K Sell
8,033
-867
-10% -$47.1K 0.03% 298
2024
Q1 		$463K Sell
8,900
-1,013
-10% -$47.8K 0.03% 277
2023
Q4 		$410K Sell
9,913
-754
-7% -$30.5K 0.03% 286
2023
Q3 		$439K Buy
10,667
+1,155
+12% +$45.8K 0.04% 274
2023
Q2 		$346K Buy
9,512
+202
+2% +$7.45K 0.03% 289
2023
Q1 		$339K Buy
9,310
+114
+1% +$4.71K 0.03% 278
2022
Q4 		$356K Hold
9,196
– – 0.04% 269
2022
Q3 		$277K Buy
9,196
+67
+0.7% +$2.42K 0.03% 265
2022
Q2 		$340K Buy
9,129
+192
+2% +$8.72K 0.03% 257
2022
Q1 		$436K Buy
8,937
+913
+11% +$45.1K 0.04% 255
2021
Q4 		$370K Sell
8,024
-213
-3% -$10.1K 0.03% 260
2021
Q3 		$382K Buy
8,237
+4,492
+120% +$203K 0.03% 260
2021
Q2 		$185K Buy
+3,745
New +$187K 0.02% 273

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Knights of Columbus Asset Advisors's KB Position: Q1 2026 in Review

Knights of Columbus Asset Advisors held its KB Financial Group (KB) position steady in Q1 2026 at 3,646 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #327.

Knights of Columbus Asset Advisors first reported a position in KB in Q2 2021 and has held it in 20 quarters since. The position peaked at $667K in Q2 2025. 338 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Knights of Columbus Asset Advisors held 3,646 shares of KB Financial Group worth $364K as of Q1 2026.
  • Knights of Columbus Asset Advisors left its KB Financial Group share count unchanged in Q1 2026.
  • KB Financial Group made up 0.02% of Knights of Columbus Asset Advisors's portfolio in Q1 2026, its #327 holding.
  • Knights of Columbus Asset Advisors first reported a position in KB Financial Group in Q2 2021 and has held it in 20 quarters since.
  • Knights of Columbus Asset Advisors's KB Financial Group position peaked at $667K in Q2 2025.
  • 338 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q1 2026, filed 11 May 2026.