LPL Financial
KB icon

LPL Financial’s KB Financial Group KB Stock Holding History

LPL Financial’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 		$9.5M Buy
77,269
+18,115
+31% +$2.2M ﹤0.01% 2242
2026
Q2 		$6.21M Buy
59,154
+19,033
+47% +$2.01M ﹤0.01% 2594
2026
Q1 		$4M Buy
40,121
+30,517
+318% +$3.06M ﹤0.01% 2838
2025
Q4 		$826K Buy
9,604
+658
+7% +$55.4K ﹤0.01% 4259
2025
Q3 		$742K Sell
8,946
-2,573
-22% -$211K ﹤0.01% 4295
2025
Q2 		$951K Buy
11,519
+7,147
+163% +$483K ﹤0.01% 3804
2025
Q1 		$237K Buy
+4,372
New +$252K ﹤0.01% 4739
2021
Q3 		– Sell
-4,309
Closed -$212K – 4379
2021
Q2 		$212K Sell
4,309
-33
-0.8% -$1.65K ﹤0.01% 3866
2021
Q1 		$215K Buy
+4,342
New +$181K ﹤0.01% 3718
2019
Q2 		– Sell
-13,778
Closed -$511K – 3312
2019
Q1 		$511K Buy
13,778
+2,356
+21% +$94.2K ﹤0.01% 2215
2018
Q4 		$479K Sell
11,422
-1,142
-9% -$49.9K ﹤0.01% 2072
2018
Q3 		$607K Sell
12,564
-144
-1% -$6.72K ﹤0.01% 2088
2018
Q2 		$591K Sell
12,708
-3,879
-23% -$205K ﹤0.01% 2053
2018
Q1 		$961K Buy
16,587
+2,210
+15% +$133K ﹤0.01% 1633
2017
Q4 		$841K Sell
14,377
-705
-5% -$37.4K ﹤0.01% 1656
2017
Q3 		$739K Buy
+15,082
New +$752K ﹤0.01% 1648

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

LPL Financial's KB Position: Q3 2026 in Review

LPL Financial increased its KB Financial Group (KB) stake by 31% in Q3 2026, buying an estimated $2.2M and bringing the position to 77,269 shares worth $9.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

LPL Financial first reported a position in KB in Q3 2017 and has held it in 16 quarters since. 178 funds tracked by Wall St. Rank hold KB as of Q3 2026.

  • LPL Financial held 77,269 shares of KB Financial Group worth $9.5M as of Q3 2026.
  • LPL Financial bought 18,115 KB Financial Group shares in Q3 2026, an estimated $2.2M.
  • KB Financial Group made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2242 holding.
  • LPL Financial first reported a position in KB Financial Group in Q3 2017 and has held it in 16 quarters since.
  • 178 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.