NewEdge Wealth’s KB Financial Group KB Stock Holding History

NewEdge 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 Q1	$6.55M	Sell	65,684 -13,987	-18%	-$1.4M	0.08%	179
2025 Q4	$6.85M	Buy	79,671 +3,621	+5%	+$305K	0.08%	178
2025 Q3	$6.48M	Buy	76,050 +8,351	+12%	+$685K	0.09%	171
2025 Q2	$5.59M	Buy	67,699 +887	+1%	+$60K	0.09%	184
2025 Q1	$3.62M	Buy	66,812 +8,461	+15%	+$489K	0.07%	240
2024 Q4	$3.32M	Buy	58,351 +1,806	+3%	+$117K	0.06%	256
2024 Q3	$3.49M	Buy	56,545 +7,515	+15%	+$467K	0.06%	265
2024 Q2	$2.78M	Buy	49,030 +2,984	+6%	+$162K	0.06%	263
2024 Q1	$2.43M	Buy	46,046 +14,763	+47%	+$697K	0.05%	291
2023 Q4	$1.29M	Buy	+31,283	New	+$1.27M	0.03%	362

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 $5.11B AUM 34.73% 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

NewEdge Wealth's KB Position: Q1 2026 in Review

NewEdge Wealth reduced its KB Financial Group (KB) stake by 18% in Q1 2026, selling an estimated $1.4M and leaving 65,684 shares worth $6.55M. The position accounts for 0.08% of the portfolio, ranked #179.

NewEdge Wealth first reported a position in KB in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.85M in Q4 2025. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

NewEdge Wealth held 65,684 shares of KB Financial Group worth $6.55M as of Q1 2026.
NewEdge Wealth sold 13,987 KB Financial Group shares in Q1 2026, an estimated $1.4M.
KB Financial Group made up 0.08% of NewEdge Wealth's portfolio in Q1 2026, its #179 holding.
NewEdge Wealth first reported a position in KB Financial Group in Q4 2023 and has held it in 10 quarters since.
NewEdge Wealth's KB Financial Group position peaked at $6.85M in Q4 2025.
337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

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