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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
Q2 		$1.25M Buy
11,908
+2,399
+25% +$253K 0.07% 128
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

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

PDS Planning's KB Position: Q2 2026 in Review

PDS Planning increased its KB Financial Group (KB) stake by 25% in Q2 2026, buying an estimated $253K and bringing the position to 11,908 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #128.

PDS Planning first reported a position in KB in Q1 2021 and has held it in 19 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • PDS Planning held 11,908 shares of KB Financial Group worth $1.25M as of Q2 2026.
  • PDS Planning bought 2,399 KB Financial Group shares in Q2 2026, an estimated $253K.
  • KB Financial Group made up 0.07% of PDS Planning's portfolio in Q2 2026, its #128 holding.
  • PDS Planning first reported a position in KB Financial Group in Q1 2021 and has held it in 19 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.