Physician Wealth Advisors
KB icon

Physician Wealth Advisors’s KB Financial Group KB Stock Holding History

Physician Wealth Advisors’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
Q3 		$24.1K Buy
196
+52
+36% +$6.32K ﹤0.01% 642
2026
Q2 		$15.1K Buy
144
+53
+58% +$5.6K ﹤0.01% 760
2026
Q1 		$9.08K Hold
91
– – ﹤0.01% 825
2025
Q4 		$7.83K Buy
91
+46
+102% +$3.88K ﹤0.01% 845
2025
Q3 		$3.73K Sell
45
-12
-21% -$984 ﹤0.01% 1004
2025
Q2 		$4.71K Buy
57
+32
+128% +$2.16K ﹤0.01% 817
2025
Q1 		$1.35K Sell
25
-28
-53% -$1.62K ﹤0.01% 951
2024
Q4 		$3.02K Buy
+53
New +$3.42K ﹤0.01% 801

Other funds holding KB

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Sava Infond
Sava Infond Maribor, Slovenia $1.71B AUM 60.42% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Physician Wealth Advisors's KB Position: Q3 2026 in Review

Physician Wealth Advisors increased its KB Financial Group (KB) stake by 36% in Q3 2026, buying an estimated $6.32K and bringing the position to 196 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Physician Wealth Advisors first reported a position in KB in Q4 2024 and has held it in 8 quarters since. 107 funds tracked by Wall St. Rank hold KB as of Q3 2026.

  • Physician Wealth Advisors held 196 shares of KB Financial Group worth $24.1K as of Q3 2026.
  • Physician Wealth Advisors bought 52 KB Financial Group shares in Q3 2026, an estimated $6.32K.
  • KB Financial Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #642 holding.
  • Physician Wealth Advisors first reported a position in KB Financial Group in Q4 2024 and has held it in 8 quarters since.
  • 107 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.