Mount Yale Investment Advisors’s KB Financial Group KB Stock Holding History

Mount Yale Investment 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	$292K	Buy	+2,927	New	+$294K	0.01%	905
2025 Q3	–	Sell	-2,464	Closed	-$204K	–	1158
2025 Q2	$204K	Buy	+2,464	New	+$167K	0.02%	540
2022 Q2	–	Sell	-5,973	Closed	-$292K	–	478
2022 Q1	$292K	Buy	+5,973	New	+$295K	0.03%	373
2021 Q3	–	Sell	-4,534	Closed	-$224K	–	476
2021 Q2	$224K	Buy	+4,534	New	+$226K	0.03%	389

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Mount Yale Investment Advisors's KB Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in KB Financial Group (KB) in Q1 2026: 2,927 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in KB as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in KB in Q2 2021 and has held it in 4 quarters since. 338 funds tracked by Wall St. Rank hold KB as of Q1 2026.

Mount Yale Investment Advisors held 2,927 shares of KB Financial Group worth $292K as of Q1 2026.
KB Financial Group was a new Mount Yale Investment Advisors position in Q1 2026.
KB Financial Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #905 holding.
Mount Yale Investment Advisors first reported a position in KB Financial Group in Q2 2021 and has held it in 4 quarters since.
338 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.