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 Q2	–	Sell	-283	Closed	-$517K	–	221
2025 Q1	$517K	Buy	+283	New	+$16.3K	0.05%	257

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Legacy Advisors's KB Position: Q2 2025 in Review

Legacy Advisors sold out of KB Financial Group (KB) in Q2 2025, closing a stake of 283 shares — an estimated $517K sold.

Legacy Advisors first reported a position in KB in Q1 2025 and held it in 1 quarter. The position peaked at $517K in Q1 2025. 265 funds tracked by Wall St. Rank hold KB as of Q2 2025.

Legacy Advisors reported no remaining KB Financial Group position as of Q2 2025 after selling out during the quarter.
Legacy Advisors sold 283 KB Financial Group shares in Q2 2025, an estimated $517K.
Legacy Advisors first reported a position in KB Financial Group in Q1 2025 and held it in 1 quarter.
Legacy Advisors's KB Financial Group position peaked at $517K in Q1 2025.
265 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.