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PDS Planning’s KB Financial Group KB Stock Holding History

PDS Planning’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 		$948K Buy
9,509
+625
+7% +$62.8K 0.06% 145
2025
Q4 		$764K Buy
8,884
+530
+6% +$44.7K 0.05% 181
2025
Q3 		$693K Sell
8,354
-19
-0.2% -$1.56K 0.05% 188
2025
Q2 		$692K Buy
8,373
+349
+4% +$23.6K 0.05% 180
2025
Q1 		$434K Buy
8,024
+271
+3% +$15.7K 0.04% 232
2024
Q4 		$441K Sell
7,753
-22
-0.3% -$1.42K 0.04% 210
2024
Q3 		$480K Sell
7,775
-89
-1% -$5.53K 0.04% 203
2024
Q2 		$445K Sell
7,864
-651
-8% -$35.4K 0.04% 189
2024
Q1 		$443K Sell
8,515
-267
-3% -$12.6K 0.05% 179
2023
Q4 		$363K Buy
8,782
+154
+2% +$6.23K 0.04% 200
2023
Q3 		$355K Buy
8,628
+446
+5% +$17.7K 0.05% 188
2023
Q2 		$298K Sell
8,182
-359
-4% -$13.2K 0.04% 218
2023
Q1 		$311K Buy
+8,541
New +$353K 0.04% 191
2022
Q2 		– Sell
-5,430
Closed -$265K – 237
2022
Q1 		$265K Buy
5,430
+352
+7% +$17.4K 0.05% 162
2021
Q4 		$234K Sell
5,078
-575
-10% -$27.3K 0.04% 169
2021
Q3 		$262K Buy
5,653
+365
+7% +$16.5K 0.06% 144
2021
Q2 		$261K Buy
5,288
+1,092
+26% +$54.5K 0.06% 143
2021
Q1 		$207K Buy
+4,196
New +$175K 0.06% 155

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

PDS Planning's KB Position: Q1 2026 in Review

PDS Planning increased its KB Financial Group (KB) stake by 7% in Q1 2026, buying an estimated $62.8K and bringing the position to 9,509 shares worth $948K. The position accounts for 0.06% of the portfolio, ranked #145.

PDS Planning first reported a position in KB in Q1 2021 and has held it in 18 quarters since. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • PDS Planning held 9,509 shares of KB Financial Group worth $948K as of Q1 2026.
  • PDS Planning bought 625 KB Financial Group shares in Q1 2026, an estimated $62.8K.
  • KB Financial Group made up 0.06% of PDS Planning's portfolio in Q1 2026, its #145 holding.
  • PDS Planning first reported a position in KB Financial Group in Q1 2021 and has held it in 18 quarters since.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.