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Principal Securities’s KB Financial Group KB Stock Holding History

Principal Securities’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 		$1.11M Buy
10,601
+3,465
+49% +$366K 0.01% 749
2026
Q1 		$712K Buy
+7,136
New +$717K 0.01% 839
2025
Q4 		– Sell
-168
Closed -$13.9K – 2520
2025
Q3 		$13.9K Buy
168
+106
+171% +$8.69K ﹤0.01% 2583
2025
Q2 		$5.12K Buy
62
+17
+38% +$1.15K ﹤0.01% 2861
2025
Q1 		$2.56K Hold
45
– – ﹤0.01% 2980
2024
Q4 		$2.56K Sell
45
-9
-17% -$581 ﹤0.01% 2975
2024
Q3 		$3.33K Buy
54
+11
+26% +$683 ﹤0.01% 2809
2024
Q2 		$2.43K Buy
43
+11
+34% +$598 ﹤0.01% 2856
2024
Q1 		$1.67K Buy
32
+6
+23% +$283 ﹤0.01% 2920
2023
Q4 		$1.08K Buy
+26
New +$1.05K ﹤0.01% 2938

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

Principal Securities's KB Position: Q2 2026 in Review

Principal Securities increased its KB Financial Group (KB) stake by 49% in Q2 2026, buying an estimated $366K and bringing the position to 10,601 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #749.

Principal Securities first reported a position in KB in Q4 2023 and has held it in 10 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Principal Securities held 10,601 shares of KB Financial Group worth $1.11M as of Q2 2026.
  • Principal Securities bought 3,465 KB Financial Group shares in Q2 2026, an estimated $366K.
  • KB Financial Group made up 0.01% of Principal Securities's portfolio in Q2 2026, its #749 holding.
  • Principal Securities first reported a position in KB Financial Group in Q4 2023 and has held it in 10 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.