Marshall Wace
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Marshall Wace’s KB Financial Group KB Stock Holding History

Marshall Wace’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
Q1 		$11.7M Buy
117,200
+2,771
+2% +$278K 0.01% 899
2025
Q4 		$9.85M Sell
114,429
-8,098
-7% -$682K 0.01% 878
2025
Q3 		$10.2M Sell
122,527
-46,330
-27% -$3.8M 0.01% 916
2025
Q2 		$13.9M Sell
168,857
-113,161
-40% -$7.65M 0.02% 711
2025
Q1 		$15.3M Buy
282,018
+25,329
+10% +$1.46M 0.02% 610
2024
Q4 		$14.6M Buy
256,689
+41,818
+19% +$2.7M 0.02% 655
2024
Q3 		$13.3M Buy
214,871
+180,268
+521% +$11.2M 0.02% 657
2024
Q2 		$1.96M Sell
34,603
-23,746
-41% -$1.29M ﹤0.01% 1380
2024
Q1 		$3.04M Sell
58,349
-132,344
-69% -$6.25M ﹤0.01% 1193
2023
Q4 		$7.89M Sell
190,693
-93,352
-33% -$3.78M 0.01% 749
2023
Q3 		$11.7M Buy
284,045
+38,027
+15% +$1.51M 0.02% 602
2023
Q2 		$8.96M Buy
246,018
+130,309
+113% +$4.81M 0.02% 785
2023
Q1 		$4.21M Sell
115,709
-84,669
-42% -$3.5M 0.01% 1080
2022
Q4 		$7.75M Sell
200,378
-115,761
-37% -$4.18M 0.02% 941
2022
Q3 		$9.53M Buy
+316,139
New +$11.4M 0.02% 921
2022
Q2 		– Sell
-15,363
Closed -$749K – 3655
2022
Q1 		$749K Sell
15,363
-17,280
-53% -$854K ﹤0.01% 2584
2021
Q4 		$1.51M Buy
32,643
+4,388
+16% +$208K ﹤0.01% 2222
2021
Q3 		$1.31M Sell
28,255
-59,138
-68% -$2.67M 0.01% 1835
2021
Q2 		$4.31M Buy
87,393
+10,381
+13% +$518K 0.02% 935
2021
Q1 		$3.81M Sell
77,012
-12,503
-14% -$520K 0.02% 991
2020
Q4 		$3.54M Buy
89,515
+30,694
+52% +$1.2M 0.02% 700
2020
Q3 		$1.89M Buy
58,821
+30,264
+106% +$938K 0.01% 826
2020
Q2 		$795K Buy
+28,557
New +$780K 0.01% 1071
2020
Q1 		– Sell
-24,051
Closed -$996K – 1858
2019
Q4 		$996K Buy
24,051
+17,319
+257% +$662K 0.01% 984
2019
Q3 		$240K Buy
+6,732
New +$237K ﹤0.01% 1250
2019
Q2 		– Sell
-931
Closed -$34K – 1598
2019
Q1 		$34K Buy
+931
New +$37.2K ﹤0.01% 1580

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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

Marshall Wace's KB Position: Q1 2026 in Review

Marshall Wace increased its KB Financial Group (KB) stake by 2.4% in Q1 2026, buying an estimated $278K and bringing the position to 117,200 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #899.

Marshall Wace first reported a position in KB in Q1 2019 and has held it in 26 quarters since. The position peaked at $15.3M in Q1 2025. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Marshall Wace held 117,200 shares of KB Financial Group worth $11.7M as of Q1 2026.
  • Marshall Wace bought 2,771 KB Financial Group shares in Q1 2026, an estimated $278K.
  • KB Financial Group made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #899 holding.
  • Marshall Wace first reported a position in KB Financial Group in Q1 2019 and has held it in 26 quarters since.
  • Marshall Wace's KB Financial Group position peaked at $15.3M in Q1 2025.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.