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 Q2	$610K	Buy	5,816 +2,889	+99%	+$305K	0.01%	722
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Mount Yale Investment Advisors's KB Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its KB Financial Group (KB) stake by 99% in Q2 2026, buying an estimated $305K and bringing the position to 5,816 shares worth $610K. The position accounts for 0.01% of the portfolio, ranked #722.

Mount Yale Investment Advisors first reported a position in KB in Q2 2021 and has held it in 5 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

Mount Yale Investment Advisors held 5,816 shares of KB Financial Group worth $610K as of Q2 2026.
Mount Yale Investment Advisors bought 2,889 KB Financial Group shares in Q2 2026, an estimated $305K.
KB Financial Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #722 holding.
Mount Yale Investment Advisors first reported a position in KB Financial Group in Q2 2021 and has held it in 5 quarters since.
368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.