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OneAscent Financial Services’s KB Financial Group KB Stock Holding History

OneAscent Financial Services’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
2022
Q2 		– Sell
-4,582
Closed -$224K – 239
2022
Q1 		$224K Buy
+4,582
New +$226K 0.16% 117
2019
Q3 		– Sell
-5,255
Closed -$207K – 103
2019
Q2 		$207K Buy
+5,255
New +$205K 0.14% 183

Other funds holding KB

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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

OneAscent Financial Services's KB Position: Q2 2022 in Review

OneAscent Financial Services sold out of KB Financial Group (KB) in Q2 2022, closing a stake of 4,582 shares — an estimated $224K sold.

OneAscent Financial Services first reported a position in KB in Q2 2019 and held it in 2 quarters. The position peaked at $224K in Q1 2022. 171 funds tracked by Wall St. Rank hold KB as of Q2 2022.

  • OneAscent Financial Services reported no remaining KB Financial Group position as of Q2 2022 after selling out during the quarter.
  • OneAscent Financial Services sold 4,582 KB Financial Group shares in Q2 2022, an estimated $224K.
  • OneAscent Financial Services first reported a position in KB Financial Group in Q2 2019 and held it in 2 quarters.
  • OneAscent Financial Services's KB Financial Group position peaked at $224K in Q1 2022.
  • 171 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2022.

Based on OneAscent Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.