MPW
KB icon

MASECO Private Wealth’s KB Financial Group KB Stock Holding History

MASECO Private Wealth’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 		$9.9K Hold
99
– – ﹤0.01% 251
2025
Q4 		$8.55K Hold
99
– – ﹤0.01% 360
2025
Q3 		$8.23K Hold
99
– – ﹤0.01% 187
2025
Q2 		$8.14K Buy
+99
New +$6.69K ﹤0.01% 356

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

MASECO Private Wealth's KB Position: Q1 2026 in Review

MASECO Private Wealth held its KB Financial Group (KB) position steady in Q1 2026 at 99 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

MASECO Private Wealth first reported a position in KB in Q2 2025 and has held it in 4 quarters since. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • MASECO Private Wealth held 99 shares of KB Financial Group worth $9.9K as of Q1 2026.
  • MASECO Private Wealth left its KB Financial Group share count unchanged in Q1 2026.
  • KB Financial Group made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #251 holding.
  • MASECO Private Wealth first reported a position in KB Financial Group in Q2 2025 and has held it in 4 quarters since.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.