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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Legacy Wealth Asset Management's KB Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its KB Financial Group (KB) stake by 4.9% in Q2 2026, selling an estimated $54.4K and leaving 10,094 shares worth $1.06M. The position accounts for 0.23% of the portfolio, ranked #120.

Legacy Wealth Asset Management first reported a position in KB in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.22M in Q3 2022. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Legacy Wealth Asset Management held 10,094 shares of KB Financial Group worth $1.06M as of Q2 2026.
  • Legacy Wealth Asset Management sold 515 KB Financial Group shares in Q2 2026, an estimated $54.4K.
  • KB Financial Group made up 0.23% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #120 holding.
  • Legacy Wealth Asset Management first reported a position in KB Financial Group in Q3 2022 and has held it in 5 quarters since.
  • Legacy Wealth Asset Management's KB Financial Group position peaked at $1.22M in Q3 2022.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.