PTC
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Private Trust Company’s KB Financial Group KB Stock Holding History

Private Trust Company’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 		$28.3K Buy
270
+216
+400% +$22.8K ﹤0.01% 1630
2026
Q1 		$5.38K Buy
+54
New +$5.42K ﹤0.01% 2178
2025
Q3 		– Sell
-19
Closed -$1.57K – 2619
2025
Q2 		$1.57K Buy
+19
New +$1.28K ﹤0.01% 2310

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

Private Trust Company's KB Position: Q2 2026 in Review

Private Trust Company increased its KB Financial Group (KB) stake by 400% in Q2 2026, buying an estimated $22.8K and bringing the position to 270 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Private Trust Company first reported a position in KB in Q2 2025 and has held it in 3 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Private Trust Company held 270 shares of KB Financial Group worth $28.3K as of Q2 2026.
  • Private Trust Company bought 216 KB Financial Group shares in Q2 2026, an estimated $22.8K.
  • KB Financial Group made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1630 holding.
  • Private Trust Company first reported a position in KB Financial Group in Q2 2025 and has held it in 3 quarters since.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.