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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
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

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

Physician Wealth Advisors's KB Position: Q2 2026 in Review

Physician Wealth Advisors increased its KB Financial Group (KB) stake by 58% in Q2 2026, buying an estimated $5.6K and bringing the position to 144 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Physician Wealth Advisors first reported a position in KB in Q4 2024 and has held it in 7 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Physician Wealth Advisors held 144 shares of KB Financial Group worth $15.1K as of Q2 2026.
  • Physician Wealth Advisors bought 53 KB Financial Group shares in Q2 2026, an estimated $5.6K.
  • KB Financial Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #760 holding.
  • Physician Wealth Advisors first reported a position in KB Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.