MWA
KB icon

Medallion Wealth Advisors’s KB Financial Group KB Stock Holding History

Medallion Wealth Advisors’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 		$10.6K Hold
106
– – ﹤0.01% 753
2025
Q4 		$9.12K Hold
106
– – ﹤0.01% 760
2025
Q3 		$8.79K Hold
106
– – ﹤0.01% 769
2025
Q2 		$8.78K Hold
106
– – ﹤0.01% 752
2025
Q1 		$5.79K Hold
106
– – ﹤0.01% 768
2024
Q4 		$6.03K Buy
+106
New +$6.85K ﹤0.01% 729

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

Medallion Wealth Advisors's KB Position: Q1 2026 in Review

Medallion Wealth Advisors held its KB Financial Group (KB) position steady in Q1 2026 at 106 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Medallion Wealth Advisors first reported a position in KB in Q4 2024 and has held it in 6 quarters since. 338 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Medallion Wealth Advisors held 106 shares of KB Financial Group worth $10.6K as of Q1 2026.
  • Medallion Wealth Advisors left its KB Financial Group share count unchanged in Q1 2026.
  • KB Financial Group made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #753 holding.
  • Medallion Wealth Advisors first reported a position in KB Financial Group in Q4 2024 and has held it in 6 quarters since.
  • 338 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.