RhumbLine Advisers
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RhumbLine Advisers’s KB Financial Group KB Stock Holding History

RhumbLine Advisers’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
Q1 		$3.42M Buy
34,330
+6,477
+23% +$650K ﹤0.01% 1596
2025
Q4 		$2.4M Sell
27,853
-4,396
-14% -$370K ﹤0.01% 1765
2025
Q3 		$2.67M Sell
32,249
-5,562
-15% -$456K ﹤0.01% 1748
2025
Q2 		$3.12M Sell
37,811
-7,320
-16% -$495K ﹤0.01% 1650
2025
Q1 		$2.44M Sell
45,131
-5,142
-10% -$297K ﹤0.01% 1714
2024
Q4 		$2.86M Sell
50,273
-8,370
-14% -$541K ﹤0.01% 1705
2024
Q3 		$3.62M Sell
58,643
-2,915
-5% -$181K ﹤0.01% 1593
2024
Q2 		$3.48M Sell
61,558
-38,184
-38% -$2.08M ﹤0.01% 1593
2024
Q1 		$5.19M Sell
99,742
-9,043
-8% -$427K 0.01% 1403
2023
Q4 		$4.5M Buy
108,785
+566
+0.5% +$22.9K ﹤0.01% 1486
2023
Q3 		$4.45M Buy
108,219
+334
+0.3% +$13.2K 0.01% 1427
2023
Q2 		$3.93M Buy
+107,885
New +$3.98M ﹤0.01% 1526
2020
Q3 		– Sell
-9,108
Closed -$253K – 3013
2020
Q2 		$253K Buy
+9,108
New +$249K ﹤0.01% 2652
2014
Q1 		– Sell
-4,970
Closed -$201K – 2986
2013
Q4 		$201K Buy
+4,970
New +$187K ﹤0.01% 2819

Other funds holding KB

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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