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O'Shaughnessy Asset Management’s KB Financial Group KB Stock Holding History

O'Shaughnessy Asset Management’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 		$17.9M Buy
170,789
+14,381
+9% +$1.52M 0.08% 245
2026
Q1 		$15.6M Buy
156,408
+16,781
+12% +$1.69M 0.08% 275
2025
Q4 		$12M Buy
139,627
+10,662
+8% +$898K 0.07% 310
2025
Q3 		$10.7M Buy
128,965
+6,027
+5% +$494K 0.06% 317
2025
Q2 		$10.2M Buy
122,938
+7,288
+6% +$493K 0.07% 298
2025
Q1 		$6.26M Sell
115,650
-12,907
-10% -$745K 0.05% 374
2024
Q4 		$7.31M Sell
128,557
-3,052
-2% -$197K 0.06% 321
2024
Q3 		$9.21M Sell
131,609
-3,111
-2% -$193K 0.08% 261
2024
Q2 		$7.63M Buy
134,720
+4,061
+3% +$221K 0.08% 275
2024
Q1 		$6.8M Buy
130,659
+10,600
+9% +$500K 0.08% 286
2023
Q4 		$4.97M Buy
120,059
+9,381
+8% +$380K 0.07% 311
2023
Q3 		$4.55M Buy
110,678
+39,854
+56% +$1.58M 0.07% 303
2023
Q2 		$2.58M Buy
70,824
+19,403
+38% +$716K 0.04% 397
2023
Q1 		$1.87M Sell
51,421
-4,617
-8% -$191K 0.03% 472
2022
Q4 		$2.17M Sell
56,038
-17,783
-24% -$642K 0.04% 417
2022
Q3 		$2.23M Sell
73,821
-32,561
-31% -$1.18M 0.04% 377
2022
Q2 		$3.96M Sell
106,382
-38,595
-27% -$1.75M 0.07% 266
2022
Q1 		$7.08M Sell
144,977
-12,995
-8% -$642K 0.12% 202
2021
Q4 		$7.29M Sell
157,972
-77,574
-33% -$3.69M 0.13% 180
2021
Q3 		$10.9M Buy
235,546
+27,307
+13% +$1.23M 0.22% 110
2021
Q2 		$10.3M Buy
208,239
+28,839
+16% +$1.44M 0.2% 128
2021
Q1 		$8.87M Buy
179,400
+6,634
+4% +$276K 0.2% 115
2020
Q4 		$6.84M Buy
172,766
+24,035
+16% +$941K 0.19% 100
2020
Q3 		$4.78M Buy
148,731
+35,030
+31% +$1.09M 0.14% 96
2020
Q2 		$3.16M Buy
113,701
+68,576
+152% +$1.87M 0.1% 119
2020
Q1 		$1.23M Sell
45,125
-5,086
-10% -$172K 0.04% 185
2019
Q4 		$2.08M Buy
50,211
+20,346
+68% +$778K 0.05% 180
2019
Q3 		$1.07M Buy
29,865
+27,591
+1,213% +$972K 0.03% 255
2019
Q2 		$90K Sell
2,274
-4,010
-64% -$156K ﹤0.01% 665
2019
Q1 		$233K Buy
6,284
+2,959
+89% +$118K 0.01% 516
2018
Q4 		$140K Sell
3,325
-1,292
-28% -$56.5K ﹤0.01% 559
2018
Q3 		$223K Sell
4,617
-508
-10% -$23.7K ﹤0.01% 538
2018
Q2 		$238K Sell
5,125
-6,095
-54% -$322K 0.01% 502
2018
Q1 		$650K Sell
11,220
-280
-2% -$16.8K 0.01% 308
2017
Q4 		$673K Sell
11,500
-1,598
-12% -$84.9K 0.02% 337
2017
Q3 		$642K Buy
13,098
+160
+1% +$7.98K 0.01% 321
2017
Q2 		$653K Buy
12,938
+6,122
+90% +$285K 0.02% 328
2017
Q1 		$300K Buy
6,816
+5,069
+290% +$209K 0.01% 436
2016
Q4 		$62K Buy
1,747
+1,667
+2,084% +$60K ﹤0.01% 691
2016
Q3 		$3K Buy
+80
New +$2.62K ﹤0.01% 817

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

O'Shaughnessy Asset Management's KB Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its KB Financial Group (KB) stake by 9.2% in Q2 2026, buying an estimated $1.52M and bringing the position to 170,789 shares worth $17.9M. The position accounts for 0.08% of the portfolio, ranked #245.

O'Shaughnessy Asset Management first reported a position in KB in Q3 2016 and has held it in 40 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • O'Shaughnessy Asset Management held 170,789 shares of KB Financial Group worth $17.9M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 14,381 KB Financial Group shares in Q2 2026, an estimated $1.52M.
  • KB Financial Group made up 0.08% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #245 holding.
  • O'Shaughnessy Asset Management first reported a position in KB Financial Group in Q3 2016 and has held it in 40 quarters since.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.