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Lindbrook Capital’s KB Financial Group KB Stock Holding History

Lindbrook Capital’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 		$271K Buy
5,002
+45
+0.9% +$2.6K 0.03% 335
2024
Q4 		$282K Sell
4,957
-11
-0.2% -$711 0.03% 320
2024
Q3 		$307K Sell
4,968
-617
-11% -$38.3K 0.03% 305
2024
Q2 		$316K Buy
5,585
+255
+5% +$13.9K 0.03% 276
2024
Q1 		$278K Buy
5,330
+501
+10% +$23.6K 0.03% 298
2023
Q4 		$200K Buy
4,829
+66
+1% +$2.67K 0.02% 347
2023
Q3 		$196K Buy
4,763
+217
+5% +$8.6K 0.02% 319
2023
Q2 		$165K Sell
4,546
-655
-13% -$24.2K 0.02% 377
2023
Q1 		$189K Buy
5,201
+225
+5% +$9.29K 0.02% 324
2022
Q4 		$192K Buy
4,976
+278
+6% +$10K 0.02% 337
2022
Q3 		$142K Buy
4,698
+188
+4% +$6.79K 0.02% 345
2022
Q2 		$168K Buy
4,510
+447
+11% +$20.3K 0.03% 322
2022
Q1 		$198K Sell
4,063
-100
-2% -$4.94K 0.03% 288
2021
Q4 		$192K Sell
4,163
-49
-1% -$2.33K 0.03% 317
2021
Q3 		$195K Buy
4,212
+118
+3% +$5.34K 0.05% 152
2021
Q2 		$202K Buy
4,094
+13
+0.3% +$649 0.05% 163
2021
Q1 		$202K Buy
4,081
+389
+11% +$16.2K 0.05% 153
2020
Q4 		$146K Buy
3,692
+48
+1% +$1.88K 0.04% 183
2020
Q3 		$117K Buy
3,644
+585
+19% +$18.1K 0.03% 181
2020
Q2 		$85K Buy
3,059
+2,320
+314% +$63.4K 0.03% 244
2020
Q1 		$20K Sell
739
-1,556
-68% -$52.7K 0.01% 542
2019
Q4 		$95K Buy
2,295
+635
+38% +$24.3K 0.03% 255
2019
Q3 		$59K Buy
1,660
+635
+62% +$22.4K 0.02% 364
2019
Q2 		$40K Buy
1,025
+308
+43% +$12K 0.02% 484
2019
Q1 		$26K Sell
717
-234
-25% -$9.35K 0.01% 611
2018
Q4 		$39K Buy
+951
New +$41.6K 0.02% 416

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Lindbrook Capital's KB Position: Q1 2025 in Review

Lindbrook Capital increased its KB Financial Group (KB) stake by 0.91% in Q1 2025, buying an estimated $2.6K and bringing the position to 5,002 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #335.

Lindbrook Capital first reported a position in KB in Q4 2018 and has held it in 26 quarters since. The position peaked at $316K in Q2 2024. 239 funds tracked by Wall St. Rank hold KB as of Q1 2025.

  • Lindbrook Capital held 5,002 shares of KB Financial Group worth $271K as of Q1 2025.
  • Lindbrook Capital bought 45 KB Financial Group shares in Q1 2025, an estimated $2.6K.
  • KB Financial Group made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #335 holding.
  • Lindbrook Capital first reported a position in KB Financial Group in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's KB Financial Group position peaked at $316K in Q2 2024.
  • 239 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.