Pathstone Holdings
KB icon

Pathstone Holdings’s KB Financial Group KB Stock Holding History

Pathstone 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 		$3.29M Sell
31,331
-1,242
-4% -$131K 0.01% 850
2026
Q1 		$3.25M Buy
32,573
+3,505
+12% +$352K 0.01% 770
2025
Q4 		$2.5M Buy
29,068
+2,645
+10% +$223K 0.01% 911
2025
Q3 		$2.19M Buy
26,423
+50
+0.2% +$4.1K 0.01% 969
2025
Q2 		$2.18M Buy
26,373
+2,227
+9% +$151K 0.01% 948
2025
Q1 		$1.31M Sell
24,146
-1,580
-6% -$91.2K 0.01% 1230
2024
Q4 		$1.46M Sell
25,726
-143
-0.6% -$9.24K 0.01% 1152
2024
Q3 		$1.6M Sell
25,869
-696
-3% -$43.2K 0.01% 1115
2024
Q2 		$1.5M Buy
26,565
+571
+2% +$31K 0.01% 1069
2024
Q1 		$1.35M Sell
25,994
-1,369
-5% -$64.6K 0.01% 1103
2023
Q4 		$1.13M Buy
+27,363
New +$1.11M 0.01% 1014

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

Pathstone Holdings's KB Position: Q2 2026 in Review

Pathstone Holdings reduced its KB Financial Group (KB) stake by 3.8% in Q2 2026, selling an estimated $131K and leaving 31,331 shares worth $3.29M. The position accounts for 0.01% of the portfolio, ranked #850.

Pathstone Holdings first reported a position in KB in Q4 2023 and has held it in 11 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Pathstone Holdings held 31,331 shares of KB Financial Group worth $3.29M as of Q2 2026.
  • Pathstone Holdings sold 1,242 KB Financial Group shares in Q2 2026, an estimated $131K.
  • KB Financial Group made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #850 holding.
  • Pathstone Holdings first reported a position in KB Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

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