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Orion Portfolio Solutions’s KB Financial Group KB Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$566K Sell
10,465
-227
-2% -$13.1K 0.01% 1365
2024
Q4 		$608K Buy
10,692
+2,540
+31% +$164K 0.01% 1274
2024
Q3 		$503K Buy
8,152
+1,280
+19% +$79.5K 0.01% 1332
2024
Q2 		$389K Buy
6,872
+175
+3% +$9.51K ﹤0.01% 1366
2024
Q1 		$349K Buy
6,697
+3
+0% +$142 ﹤0.01% 1402
2023
Q4 		$266K Buy
6,694
+25
+0.4% +$1.01K ﹤0.01% 1455
2023
Q3 		$274K Buy
6,669
+30
+0.5% +$1.19K ﹤0.01% 1417
2023
Q2 		$242K Buy
+6,639
New +$245K ﹤0.01% 1491

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Orion Portfolio Solutions's KB Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its KB Financial Group (KB) stake by 2.1% in Q1 2025, selling an estimated $13.1K and leaving 10,465 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #1365.

Orion Portfolio Solutions first reported a position in KB in Q2 2023 and has held it in 8 quarters since. The position peaked at $608K in Q4 2024. 239 funds tracked by Wall St. Rank hold KB as of Q1 2025.

  • Orion Portfolio Solutions held 10,465 shares of KB Financial Group worth $566K as of Q1 2025.
  • Orion Portfolio Solutions sold 227 KB Financial Group shares in Q1 2025, an estimated $13.1K.
  • KB Financial Group made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1365 holding.
  • Orion Portfolio Solutions first reported a position in KB Financial Group in Q2 2023 and has held it in 8 quarters since.
  • Orion Portfolio Solutions's KB Financial Group position peaked at $608K in Q4 2024.
  • 239 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.