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
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

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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

Osaic Holdings's KB Position: Q1 2026 in Review

Osaic Holdings increased its KB Financial Group (KB) stake by 20% in Q1 2026, buying an estimated $174K and bringing the position to 10,319 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2684.

Osaic Holdings first reported a position in KB in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.18M in Q1 2022. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Osaic Holdings held 10,319 shares of KB Financial Group worth $1.03M as of Q1 2026.
  • Osaic Holdings bought 1,736 KB Financial Group shares in Q1 2026, an estimated $174K.
  • KB Financial Group made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2684 holding.
  • Osaic Holdings first reported a position in KB Financial Group in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's KB Financial Group position peaked at $2.18M in Q1 2022.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.