Osaic Holdings
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Osaic Holdings’s KB Financial Group KB Stock Holding History

Osaic Holdings’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 		$1.21M Buy
11,527
+1,208
+12% +$128K ﹤0.01% 2805
2026
Q1 		$1.03M Buy
10,319
+1,736
+20% +$174K ﹤0.01% 2684
2025
Q4 		$738K Buy
8,583
+417
+5% +$35.1K ﹤0.01% 2988
2025
Q3 		$670K Buy
8,166
+1,277
+19% +$105K ﹤0.01% 3177
2025
Q2 		$569K Buy
6,889
+1,106
+19% +$74.8K ﹤0.01% 3017
2025
Q1 		$313K Buy
5,783
+2,351
+69% +$136K ﹤0.01% 3264
2024
Q4 		$195K Buy
3,432
+854
+33% +$55.2K ﹤0.01% 3623
2024
Q3 		$159K Buy
2,578
+791
+44% +$49.1K ﹤0.01% 3849
2024
Q2 		$101K Buy
1,787
+45
+3% +$2.45K ﹤0.01% 4133
2024
Q1 		$90.7K Sell
1,742
-4,266
-71% -$201K ﹤0.01% 4322
2023
Q4 		$249K Sell
6,008
-2,304
-28% -$93.3K ﹤0.01% 3744
2023
Q3 		$342K Buy
8,312
+4,045
+95% +$160K ﹤0.01% 3572
2023
Q2 		$155K Buy
4,267
+95
+2% +$3.5K ﹤0.01% 4100
2023
Q1 		$152K Sell
4,172
-503
-11% -$20.8K ﹤0.01% 4091
2022
Q4 		$182K Sell
4,675
-1,458
-24% -$52.6K ﹤0.01% 3940
2022
Q3 		$185K Sell
6,133
-38,304
-86% -$1.38M ﹤0.01% 3822
2022
Q2 		$1.65M Sell
44,437
-916
-2% -$41.6K ﹤0.01% 1808
2022
Q1 		$2.18M Buy
45,353
+7,394
+19% +$365K ﹤0.01% 1854
2021
Q4 		$1.75M Buy
37,959
+16,763
+79% +$796K ﹤0.01% 1890
2021
Q3 		$985K Buy
21,196
+1,096
+5% +$49.6K ﹤0.01% 2360
2021
Q2 		$991K Buy
20,100
+1,658
+9% +$82.8K ﹤0.01% 2362
2021
Q1 		$911K Buy
18,442
+1,465
+9% +$61K ﹤0.01% 2317
2020
Q4 		$673K Buy
16,977
+4,081
+32% +$160K ﹤0.01% 2389
2020
Q3 		$415K Buy
12,896
+2,916
+29% +$90.3K ﹤0.01% 2607
2020
Q2 		$278K Buy
9,980
+3,051
+44% +$83.4K ﹤0.01% 2847
2020
Q1 		$188K Buy
+6,929
New +$235K ﹤0.01% 2914

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

Osaic Holdings's KB Position: Q2 2026 in Review

Osaic Holdings increased its KB Financial Group (KB) stake by 12% in Q2 2026, buying an estimated $128K and bringing the position to 11,527 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2805.

Osaic Holdings first reported a position in KB in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.18M in Q1 2022. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Osaic Holdings held 11,527 shares of KB Financial Group worth $1.21M as of Q2 2026.
  • Osaic Holdings bought 1,208 KB Financial Group shares in Q2 2026, an estimated $128K.
  • KB Financial Group made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2805 holding.
  • Osaic Holdings first reported a position in KB Financial Group in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's KB Financial Group position peaked at $2.18M in Q1 2022.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.