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Raymond James Financial Services Advisors’s KB Financial Group KB Stock Holding History

Raymond James Financial Services Advisors’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 		$233K Sell
3,768
-901
-19% -$56K ﹤0.01% 3091
2024
Q2 		$264K Buy
4,669
+638
+16% +$34.7K ﹤0.01% 2954
2024
Q1 		$210K Sell
4,031
-2,062
-34% -$97.3K ﹤0.01% 3069
2023
Q4 		$252K Buy
6,093
+394
+7% +$15.9K ﹤0.01% 2847
2023
Q3 		$234K Buy
+5,699
New +$226K ﹤0.01% 2826

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $5.63B AUM 45.28% 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 Financial Services Advisors's KB Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its KB Financial Group (KB) stake by 19% in Q3 2024, selling an estimated $56K and leaving 3,768 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #3091.

Raymond James Financial Services Advisors first reported a position in KB in Q3 2023 and has held it in 5 quarters since. The position peaked at $264K in Q2 2024. 229 funds tracked by Wall St. Rank hold KB as of Q3 2024.

  • Raymond James Financial Services Advisors held 3,768 shares of KB Financial Group worth $233K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 901 KB Financial Group shares in Q3 2024, an estimated $56K.
  • KB Financial Group made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3091 holding.
  • Raymond James Financial Services Advisors first reported a position in KB Financial Group in Q3 2023 and has held it in 5 quarters since.
  • Raymond James Financial Services Advisors's KB Financial Group position peaked at $264K in Q2 2024.
  • 229 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.