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Naviter Wealth’s KB Financial Group KB Stock Holding History

Naviter Wealth’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 		$673K Buy
6,408
+1,390
+28% +$147K 0.06% 199
2026
Q1 		$500K Buy
5,018
+395
+9% +$39.7K 0.06% 205
2025
Q4 		$398K Sell
4,623
-424
-8% -$35.7K 0.05% 212
2025
Q3 		$418K Buy
5,047
+540
+12% +$44.3K 0.05% 209
2025
Q2 		$372K Buy
+4,507
New +$305K 0.05% 214

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

Naviter Wealth's KB Position: Q2 2026 in Review

Naviter Wealth increased its KB Financial Group (KB) stake by 28% in Q2 2026, buying an estimated $147K and bringing the position to 6,408 shares worth $673K. The position accounts for 0.06% of the portfolio, ranked #199.

Naviter Wealth first reported a position in KB in Q2 2025 and has held it in 5 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Naviter Wealth held 6,408 shares of KB Financial Group worth $673K as of Q2 2026.
  • Naviter Wealth bought 1,390 KB Financial Group shares in Q2 2026, an estimated $147K.
  • KB Financial Group made up 0.06% of Naviter Wealth's portfolio in Q2 2026, its #199 holding.
  • Naviter Wealth first reported a position in KB Financial Group in Q2 2025 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 Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.