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LRI Investments’s KB Financial Group KB Stock Holding History

LRI Investments’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 		$15.7K Buy
150
+30
+25% +$3.17K ﹤0.01% 837
2026
Q1 		$12K Buy
+120
New +$12.1K ﹤0.01% 836

Other funds holding KB

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LRI Investments's KB Position: Q2 2026 in Review

LRI Investments increased its KB Financial Group (KB) stake by 25% in Q2 2026, buying an estimated $3.17K and bringing the position to 150 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

LRI Investments first reported a position in KB in Q1 2026 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • LRI Investments held 150 shares of KB Financial Group worth $15.7K as of Q2 2026.
  • LRI Investments bought 30 KB Financial Group shares in Q2 2026, an estimated $3.17K.
  • KB Financial Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #837 holding.
  • LRI Investments first reported a position in KB Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.