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Legacy Advisors’s KB Financial Group KB Stock Holding History

Legacy 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
2025
Q1 		$517K Buy
+283
New +$16.3K 0.05% 257

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Legacy Advisors's KB Position: Q1 2025 in Review

Legacy Advisors opened a new position in KB Financial Group (KB) in Q1 2025: 283 shares worth $517K. The stake represents 0.05% of the portfolio and ranks #257 among its holdings.

239 funds tracked by Wall St. Rank hold KB as of Q1 2025.

  • Legacy Advisors held 283 shares of KB Financial Group worth $517K as of Q1 2025.
  • KB Financial Group was a new Legacy Advisors position in Q1 2025.
  • KB Financial Group made up 0.05% of Legacy Advisors's portfolio in Q1 2025, its #257 holding.
  • 239 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.