Patriot Financial Group Insurance Agency’s KB Financial Group KB Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-238	Closed	-$9K	–	1228
2022 Q2	$9K	Hold	238	–	–	﹤0.01%	1294
2022 Q1	$12K	Sell	238 -64	-21%	-$3.16K	﹤0.01%	1286
2021 Q4	$14K	Buy	302 +14	+5%	+$665	﹤0.01%	1350
2021 Q3	$13K	Hold	288	–	–	﹤0.01%	1362
2021 Q2	$14K	Hold	288	–	–	﹤0.01%	1326
2021 Q1	$14K	Buy	288 +40	+16%	+$1.66K	﹤0.01%	1245
2020 Q4	$10K	Hold	248	–	–	﹤0.01%	1223
2020 Q3	$8K	Buy	248 +71	+40%	+$2.2K	﹤0.01%	1094
2020 Q2	$5K	Buy	177 +43	+32%	+$1.18K	﹤0.01%	1181
2020 Q1	$4K	Buy	+134	New	+$4.54K	﹤0.01%	1134

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of KB Financial Group (KB) in Q3 2022, closing a stake of 238 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in KB in Q1 2020 and held it in 10 quarters. The position peaked at $14K in Q4 2021. 162 funds tracked by Wall St. Rank hold KB as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining KB Financial Group position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 238 KB Financial Group shares in Q3 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in KB Financial Group in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's KB Financial Group position peaked at $14K in Q4 2021.
162 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.