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Optas LLC’s KB Financial Group KB Stock Holding History

Optas LLC’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 		$274K Buy
2,610
+290
+13% +$30.6K 0.04% 350
2026
Q1 		$231K Buy
+2,320
New +$233K 0.04% 401
2025
Q1 		– Sell
-4,579
Closed -$261K – 324
2024
Q4 		$261K Buy
+4,579
New +$296K 0.06% 204

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

Optas LLC's KB Position: Q2 2026 in Review

Optas LLC increased its KB Financial Group (KB) stake by 13% in Q2 2026, buying an estimated $30.6K and bringing the position to 2,610 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #350.

Optas LLC first reported a position in KB in Q4 2024 and has held it in 3 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Optas LLC held 2,610 shares of KB Financial Group worth $274K as of Q2 2026.
  • Optas LLC bought 290 KB Financial Group shares in Q2 2026, an estimated $30.6K.
  • KB Financial Group made up 0.04% of Optas LLC's portfolio in Q2 2026, its #350 holding.
  • Optas LLC first reported a position in KB Financial Group in Q4 2024 and has held it in 3 quarters since.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.