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Raymond James & Associates’s KB Financial Group KB Stock Holding History

Raymond James & Associates’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
2024
Q3 		$7.85M Sell
127,144
-5,568
-4% -$346K ﹤0.01% 1363
2024
Q2 		$7.51M Sell
132,712
-428
-0.3% -$23.3K ﹤0.01% 1337
2024
Q1 		$6.93M Sell
133,140
-7,168
-5% -$338K ﹤0.01% 1360
2023
Q4 		$5.8M Sell
140,308
-6,250
-4% -$253K ﹤0.01% 1438
2023
Q3 		$6.02M Buy
+146,558
New +$5.81M 0.01% 1348
2023
Q1 		– Sell
-5,217
Closed -$202K – 3968
2022
Q4 		$202K Sell
5,217
-44,808
-90% -$1.62M ﹤0.01% 3454
2022
Q3 		$1.51M Sell
50,025
-182
-0.4% -$6.58K ﹤0.01% 2146
2022
Q2 		$1.87M Buy
50,207
+10,232
+26% +$465K ﹤0.01% 2026
2022
Q1 		$1.95M Sell
39,975
-2,033
-5% -$100K ﹤0.01% 2153
2021
Q4 		$1.94M Sell
42,008
-2,579
-6% -$123K ﹤0.01% 2199
2021
Q3 		$2.07M Buy
44,587
+11,140
+33% +$504K ﹤0.01% 2074
2021
Q2 		$1.65M Buy
33,447
+28,896
+635% +$1.44M ﹤0.01% 2240
2021
Q1 		$225K Buy
+4,551
New +$189K ﹤0.01% 3538
2019
Q3 		– Sell
-6,454
Closed -$255K – 3662
2019
Q2 		$255K Sell
6,454
-866
-12% -$33.8K ﹤0.01% 3101
2019
Q1 		$271K Sell
7,320
-19,436
-73% -$777K ﹤0.01% 3035
2018
Q4 		$1.12M Sell
26,756
-6,624
-20% -$290K ﹤0.01% 2012
2018
Q3 		$1.61M Buy
33,380
+1,146
+4% +$53.4K ﹤0.01% 1940
2018
Q2 		$1.5M Buy
32,234
+3,359
+12% +$177K ﹤0.01% 1950
2018
Q1 		$1.67M Sell
28,875
-33
-0.1% -$1.98K ﹤0.01% 1809
2017
Q4 		$1.69M Sell
28,908
-4,523
-14% -$240K ﹤0.01% 1791
2017
Q3 		$1.64M Buy
33,431
+21,042
+170% +$1.05M ﹤0.01% 1772
2017
Q2 		$626K Buy
12,389
+1,067
+9% +$49.7K ﹤0.01% 2284
2017
Q1 		$498K Buy
+11,322
New +$466K ﹤0.01% 2377

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Raymond James & Associates's KB Position: Q3 2024 in Review

Raymond James & Associates reduced its KB Financial Group (KB) stake by 4.2% in Q3 2024, selling an estimated $346K and leaving 127,144 shares worth $7.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Raymond James & Associates first reported a position in KB in Q1 2017 and has held it in 23 quarters since. 228 funds tracked by Wall St. Rank hold KB as of Q3 2024.

  • Raymond James & Associates held 127,144 shares of KB Financial Group worth $7.85M as of Q3 2024.
  • Raymond James & Associates sold 5,568 KB Financial Group shares in Q3 2024, an estimated $346K.
  • KB Financial Group made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1363 holding.
  • Raymond James & Associates first reported a position in KB Financial Group in Q1 2017 and has held it in 23 quarters since.
  • 228 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.