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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
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

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

Mather Group's KB Position: Q1 2026 in Review

Mather Group opened a new position in KB Financial Group (KB) in Q1 2026: 24 shares worth $2.39K. The stake represents ﹤0.01% of the portfolio and ranks #1676 among its holdings. This is a return to the name: Mather Group previously reported a position in KB as recently as Q3 2025.

Mather Group first reported a position in KB in Q1 2024 and has held it in 7 quarters since. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Mather Group held 24 shares of KB Financial Group worth $2.39K as of Q1 2026.
  • KB Financial Group was a new Mather Group position in Q1 2026.
  • KB Financial Group made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1676 holding.
  • Mather Group first reported a position in KB Financial Group in Q1 2024 and has held it in 7 quarters since.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.