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Pinnacle Wealth Planning Services’s KB Financial Group KB Stock Holding History

Pinnacle Wealth Planning Services’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 		$384K Buy
3,655
+317
+9% +$33.5K 0.04% 287
2026
Q1 		$333K Sell
3,338
-47
-1% -$4.72K 0.03% 304
2025
Q4 		$291K Sell
3,385
-5
-0.1% -$421 0.03% 337
2025
Q3 		$281K Sell
3,390
-87
-3% -$7.14K 0.03% 342
2025
Q2 		$287K Sell
3,477
-687
-16% -$46.5K 0.04% 310
2025
Q1 		$225K Hold
4,164
– – 0.03% 330
2024
Q4 		$237K Sell
4,164
-2,775
-40% -$179K 0.04% 316
2024
Q3 		$428K Hold
6,939
– – 0.06% 219
2024
Q2 		$393K Hold
6,939
– – 0.06% 219
2024
Q1 		$361K Buy
6,939
+541
+8% +$25.5K 0.05% 251
2023
Q4 		$265K Sell
6,398
-6
-0.1% -$243 0.04% 306
2023
Q3 		$263K Buy
6,404
+432
+7% +$17.1K 0.04% 284
2023
Q2 		$217K Sell
5,972
-329
-5% -$12.1K 0.04% 357
2023
Q1 		$229K Buy
+6,301
New +$260K 0.04% 338
2022
Q2 		– Sell
-7,117
Closed -$348K – 450
2022
Q1 		$348K Buy
7,117
+1,120
+19% +$55.3K 0.06% 244
2021
Q4 		$277K Buy
5,997
+1,583
+36% +$75.2K 0.05% 273
2021
Q3 		$205K Buy
+4,414
New +$200K 0.05% 328
2021
Q1 		– Sell
-2,826
Closed -$112K – 1177
2020
Q4 		$112K Buy
+2,826
New +$111K 0.03% 425

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

Pinnacle Wealth Planning Services's KB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its KB Financial Group (KB) stake by 9.5% in Q2 2026, buying an estimated $33.5K and bringing the position to 3,655 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #287.

Pinnacle Wealth Planning Services first reported a position in KB in Q4 2020 and has held it in 18 quarters since. The position peaked at $428K in Q3 2024. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,655 shares of KB Financial Group worth $384K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 317 KB Financial Group shares in Q2 2026, an estimated $33.5K.
  • KB Financial Group made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #287 holding.
  • Pinnacle Wealth Planning Services first reported a position in KB Financial Group in Q4 2020 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's KB Financial Group position peaked at $428K in Q3 2024.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.