LWAM
KB icon

Legacy Wealth Asset Management’s KB Financial Group KB Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$1.41M Buy
11,454
+1,360
+13% +$165K 0.31% 87
2026
Q2 		$1.06M Sell
10,094
-515
-5% -$54.4K 0.23% 120
2026
Q1 		$1.06M Buy
10,609
+2,482
+31% +$249K 0.26% 113
2025
Q4 		$699K Buy
+8,127
New +$685K 0.17% 185
2023
Q1 		– Sell
-29,329
Closed -$1.13M – 338
2022
Q4 		$1.13M Sell
29,329
-10,989
-27% -$397K 0.43% 67
2022
Q3 		$1.22M Buy
+40,318
New +$1.46M 0.53% 46

Other funds holding KB

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Legacy Wealth Asset Management's KB Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its KB Financial Group (KB) stake by 13% in Q3 2026, buying an estimated $165K and bringing the position to 11,454 shares worth $1.41M. The position accounts for 0.31% of the portfolio, ranked #87.

Legacy Wealth Asset Management first reported a position in KB in Q3 2022 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold KB as of Q3 2026.

  • Legacy Wealth Asset Management held 11,454 shares of KB Financial Group worth $1.41M as of Q3 2026.
  • Legacy Wealth Asset Management bought 1,360 KB Financial Group shares in Q3 2026, an estimated $165K.
  • KB Financial Group made up 0.31% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #87 holding.
  • Legacy Wealth Asset Management first reported a position in KB Financial Group in Q3 2022 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.