OFO
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OneAscent Family Office’s KB Financial Group KB Stock Holding History

OneAscent Family Office’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 		$270K Buy
+2,576
New +$272K 0.14% 171

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

OneAscent Family Office's KB Position: Q2 2026 in Review

OneAscent Family Office opened a new position in KB Financial Group (KB) in Q2 2026: 2,576 shares worth $270K. The stake represents 0.14% of the portfolio and ranks #171 among its holdings.

365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • OneAscent Family Office held 2,576 shares of KB Financial Group worth $270K as of Q2 2026.
  • KB Financial Group was a new OneAscent Family Office position in Q2 2026.
  • KB Financial Group made up 0.14% of OneAscent Family Office's portfolio in Q2 2026, its #171 holding.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.