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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
Q2 		$11.1K Hold
106
– – ﹤0.01% 723
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

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

Medallion Wealth Advisors's KB Position: Q2 2026 in Review

Medallion Wealth Advisors held its KB Financial Group (KB) position steady in Q2 2026 at 106 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Medallion Wealth Advisors first reported a position in KB in Q4 2024 and has held it in 7 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Medallion Wealth Advisors held 106 shares of KB Financial Group worth $11.1K as of Q2 2026.
  • Medallion Wealth Advisors left its KB Financial Group share count unchanged in Q2 2026.
  • KB Financial Group made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #723 holding.
  • Medallion Wealth Advisors first reported a position in KB Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.