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NewEdge Advisors’s KB Financial Group KB Stock Holding History

NewEdge 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 		$1.6M Sell
16,084
-2,601
-14% -$261K 0.01% 1218
2025
Q4 		$1.61M Sell
18,685
-1,230
-6% -$104K 0.01% 1187
2025
Q3 		$1.65M Buy
19,915
+7,761
+64% +$637K 0.01% 1117
2025
Q2 		$1M Buy
12,154
+90
+0.7% +$6.09K 0.01% 1293
2025
Q1 		$653K Sell
12,064
-723
-6% -$41.8K ﹤0.01% 1425
2024
Q4 		$728K Buy
12,787
+2,650
+26% +$171K ﹤0.01% 1334
2024
Q3 		$626K Buy
10,137
+4,263
+73% +$265K ﹤0.01% 1332
2024
Q2 		$333K Buy
5,874
+5,495
+1,450% +$299K ﹤0.01% 1660
2024
Q1 		$19.7K Buy
379
+158
+71% +$7.46K ﹤0.01% 2631
2023
Q4 		$9.14K Buy
+221
New +$8.95K ﹤0.01% 2897
2023
Q1 		– Sell
-18
Closed -$696 – 3811
2022
Q4 		$696 Buy
+18
New +$650 ﹤0.01% 3117

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

NewEdge Advisors's KB Position: Q1 2026 in Review

NewEdge Advisors reduced its KB Financial Group (KB) stake by 14% in Q1 2026, selling an estimated $261K and leaving 16,084 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #1218.

NewEdge Advisors first reported a position in KB in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.65M in Q3 2025. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • NewEdge Advisors held 16,084 shares of KB Financial Group worth $1.6M as of Q1 2026.
  • NewEdge Advisors sold 2,601 KB Financial Group shares in Q1 2026, an estimated $261K.
  • KB Financial Group made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1218 holding.
  • NewEdge Advisors first reported a position in KB Financial Group in Q4 2022 and has held it in 11 quarters since.
  • NewEdge Advisors's KB Financial Group position peaked at $1.65M in Q3 2025.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.