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Perigon Wealth Management’s KB Financial Group KB Stock Holding History

Perigon Wealth 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 		$437K Buy
4,160
+134
+3% +$14.2K 0.01% 956
2026
Q1 		$402K Buy
4,026
+45
+1% +$4.52K 0.01% 899
2025
Q4 		$343K Buy
+3,981
New +$335K 0.01% 969
2025
Q2 		– Sell
-3,947
Closed -$214K – 1085
2025
Q1 		$214K Buy
+3,947
New +$228K 0.01% 942
2017
Q1 		– Sell
-545
Closed -$22K – 662
2016
Q4 		$22K Hold
545
– – ﹤0.01% 453
2016
Q3 		$19K Buy
+545
New +$17.8K ﹤0.01% 409

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

Perigon Wealth Management's KB Position: Q2 2026 in Review

Perigon Wealth Management increased its KB Financial Group (KB) stake by 3.3% in Q2 2026, buying an estimated $14.2K and bringing the position to 4,160 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #956.

Perigon Wealth Management first reported a position in KB in Q3 2016 and has held it in 6 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Perigon Wealth Management held 4,160 shares of KB Financial Group worth $437K as of Q2 2026.
  • Perigon Wealth Management bought 134 KB Financial Group shares in Q2 2026, an estimated $14.2K.
  • KB Financial Group made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #956 holding.
  • Perigon Wealth Management first reported a position in KB Financial Group in Q3 2016 and has held it in 6 quarters since.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.