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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
Q2 		$7.68M Buy
73,162
+7,478
+11% +$790K 0.08% 172
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

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

NewEdge Wealth's KB Position: Q2 2026 in Review

NewEdge Wealth increased its KB Financial Group (KB) stake by 11% in Q2 2026, buying an estimated $790K and bringing the position to 73,162 shares worth $7.68M. The position accounts for 0.08% of the portfolio, ranked #172.

NewEdge Wealth first reported a position in KB in Q4 2023 and has held it in 11 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • NewEdge Wealth held 73,162 shares of KB Financial Group worth $7.68M as of Q2 2026.
  • NewEdge Wealth bought 7,478 KB Financial Group shares in Q2 2026, an estimated $790K.
  • KB Financial Group made up 0.08% of NewEdge Wealth's portfolio in Q2 2026, its #172 holding.
  • NewEdge Wealth first reported a position in KB Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.