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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Mather Group's KB Position: Q2 2026 in Review

Mather Group held its KB Financial Group (KB) position steady in Q2 2026 at 24 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Mather Group first reported a position in KB in Q1 2024 and has held it in 8 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Mather Group held 24 shares of KB Financial Group worth $2.52K as of Q2 2026.
  • Mather Group left its KB Financial Group share count unchanged in Q2 2026.
  • KB Financial Group made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1710 holding.
  • Mather Group first reported a position in KB Financial Group in Q1 2024 and has held it in 8 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.