PCM
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Prelude Capital Management’s KB Financial Group KB Stock Holding History

Prelude Capital 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
Q1 		$823K Buy
8,250
+250
+3% +$25.1K 0.06% 351
2025
Q4 		$688K Buy
8,000
+3,250
+68% +$274K 0.05% 419
2025
Q3 		$394K Buy
+4,750
New +$390K 0.03% 594
2025
Q2 		– Sell
-5,250
Closed -$284K – 1183
2025
Q1 		$284K Sell
5,250
-250
-5% -$14.4K 0.03% 730
2024
Q4 		$313K Sell
5,500
-1,000
-15% -$64.6K 0.03% 783
2024
Q3 		$401K Sell
6,500
-5,000
-43% -$311K 0.03% 719
2024
Q2 		$651K Buy
11,500
+500
+5% +$27.2K 0.05% 434
2024
Q1 		$573K Buy
+11,000
New +$519K 0.04% 575
2023
Q4 		– Sell
-6,217
Closed -$256K – 1256
2023
Q3 		$256K Sell
6,217
-18,627
-75% -$738K 0.02% 758
2023
Q2 		$904K Sell
24,844
-1,788
-7% -$65.9K 0.08% 326
2023
Q1 		$970K Buy
26,632
+9,167
+52% +$379K 0.07% 323
2022
Q4 		$675K Buy
17,465
+8,156
+88% +$294K 0.04% 467
2022
Q3 		$281K Buy
+9,309
New +$336K 0.01% 901
2022
Q1 		– Sell
-6,809
Closed -$314K – 2097
2021
Q4 		$314K Sell
6,809
-4,700
-41% -$223K 0.02% 1288
2021
Q3 		$534K Buy
11,509
+4,400
+62% +$199K 0.03% 858
2021
Q2 		$350K Sell
7,109
-4,391
-38% -$219K 0.02% 1131
2021
Q1 		$568K Buy
+11,500
New +$478K 0.04% 835

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Bank of America
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American Century Companies
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Northern Trust
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TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return