Mather Group’s KB Financial Group KB Stock Holding History

Mather Group’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	$72.6K	Buy	590 +566	+2,358%	+$68.8K	﹤0.01%	1049
2026 Q2	$2.52K	Hold	24	–	–	﹤0.01%	1710
2026 Q1	$2.39K	Buy	+24	New	+$2.41K	﹤0.01%	1676
2025 Q4	–	Sell	-7	Closed	-$580	–	1177
2025 Q3	$580	Buy	+7	New	+$574	﹤0.01%	1621
2025 Q2	–	Sell	-7	Closed	-$379	–	1199
2025 Q1	$379	Hold	7	–	–	﹤0.01%	1703
2024 Q4	$398	Hold	7	–	–	﹤0.01%	1678
2024 Q3	$432	Hold	7	–	–	﹤0.01%	1624
2024 Q2	$364	Hold	7	–	–	﹤0.01%	2093
2024 Q1	$290	Buy	+7	New	+$330	﹤0.01%	1707

Other funds holding KB

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Mather Group's KB Position: Q3 2026 in Review

Mather Group increased its KB Financial Group (KB) stake by 2,358% in Q3 2026, buying an estimated $68.8K and bringing the position to 590 shares worth $72.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Mather Group first reported a position in KB in Q1 2024 and has held it in 9 quarters since. 65 funds tracked by Wall St. Rank hold KB as of Q3 2026.

Mather Group held 590 shares of KB Financial Group worth $72.6K as of Q3 2026.
Mather Group bought 566 KB Financial Group shares in Q3 2026, an estimated $68.8K.
KB Financial Group made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1049 holding.
Mather Group first reported a position in KB Financial Group in Q1 2024 and has held it in 9 quarters since.
65 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.