MFG
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Merit Financial Group’s KB Financial Group KB Stock Holding History

Merit Financial 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 		$225K Buy
+2,143
New +$226K ﹤0.01% 2027

Other funds holding KB

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Merit Financial Group's KB Position: Q2 2026 in Review

Merit Financial Group opened a new position in KB Financial Group (KB) in Q2 2026: 2,143 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #2027 among its holdings.

58 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Merit Financial Group held 2,143 shares of KB Financial Group worth $225K as of Q2 2026.
  • KB Financial Group was a new Merit Financial Group position in Q2 2026.
  • KB Financial Group made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2027 holding.
  • 58 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.