Raffa Wealth Management’s KB Financial Group KB Stock Holding History

Raffa Wealth 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 Q2	$16.7K	Buy	159 +101	+174%	+$10.7K	﹤0.01%	324
2026 Q1	$5.78K	Hold	58	–	–	﹤0.01%	500
2025 Q4	$4.99K	Buy	58 +22	+61%	+$1.85K	﹤0.01%	519
2025 Q3	$2.98K	Buy	36 +14	+64%	+$1.15K	﹤0.01%	607
2025 Q2	$1.82K	Hold	22	–	–	﹤0.01%	712
2025 Q1	$1.19K	Sell	22 -17	-44%	-$982	﹤0.01%	778
2024 Q4	$2.22K	Hold	39	–	–	﹤0.01%	642
2024 Q3	$2.41K	Hold	39	–	–	﹤0.01%	589
2024 Q2	$2.21K	Sell	39 -40	-51%	-$2.17K	﹤0.01%	694
2024 Q1	$4.11K	Buy	79 +31	+65%	+$1.46K	﹤0.01%	538
2023 Q4	$1.99K	Hold	48	–	–	﹤0.01%	621
2023 Q3	$1.97K	Hold	48	–	–	﹤0.01%	585
2023 Q2	$1.75K	Hold	48	–	–	﹤0.01%	648
2023 Q1	$1.75K	Hold	48	–	–	﹤0.01%	644
2022 Q4	$1.86K	Hold	48	–	–	﹤0.01%	618
2022 Q3	$1.45K	Hold	48	–	–	﹤0.01%	691
2022 Q2	$1.79K	Hold	48	–	–	﹤0.01%	639
2022 Q1	$2.34K	Hold	48	–	–	﹤0.01%	599
2021 Q4	$2.22K	Hold	48	–	–	﹤0.01%	629
2021 Q3	$2.23K	Hold	48	–	–	﹤0.01%	584
2021 Q2	$2.37K	Sell	48 -16	-25%	-$799	﹤0.01%	578
2021 Q1	$3.16K	Buy	+64	New	+$2.66K	﹤0.01%	515

Other funds holding KB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Raffa Wealth Management's KB Position: Q2 2026 in Review

Raffa Wealth Management increased its KB Financial Group (KB) stake by 174% in Q2 2026, buying an estimated $10.7K and bringing the position to 159 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Raffa Wealth Management first reported a position in KB in Q1 2021 and has held it in 22 quarters since. 347 funds tracked by Wall St. Rank hold KB as of Q2 2026.

Raffa Wealth Management held 159 shares of KB Financial Group worth $16.7K as of Q2 2026.
Raffa Wealth Management bought 101 KB Financial Group shares in Q2 2026, an estimated $10.7K.
KB Financial Group made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #324 holding.
Raffa Wealth Management first reported a position in KB Financial Group in Q1 2021 and has held it in 22 quarters since.
347 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.