Richard Pzena’s KB Financial Group KB Stock Holding History

Richard Pzena’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	$802K	Sell	7,640 -11,383	-60%	-$1.2M	﹤0.01%	139
2026 Q1	$1.9M	Hold	19,023	–	–	0.01%	135
2025 Q4	$1.64M	Sell	19,023 -16,498	-46%	-$1.39M	﹤0.01%	134
2025 Q3	$2.95M	Sell	35,521 -6,080	-15%	-$499K	0.01%	130
2025 Q2	$3.44M	Sell	41,601 -8,750	-17%	-$592K	0.01%	126
2025 Q1	$2.72M	Buy	50,351 +11,410	+29%	+$659K	0.01%	127
2024 Q4	$2.22M	Hold	38,941	–	–	0.01%	129
2024 Q3	$2.4M	Hold	38,941	–	–	0.01%	133
2024 Q2	$2.2M	Hold	38,941	–	–	0.01%	132
2024 Q1	$2.03M	Buy	38,941 +7,040	+22%	+$332K	0.01%	133
2023 Q4	$1.32M	Sell	31,901 -2,340	-7%	-$94.7K	0.01%	137
2023 Q3	$1.41M	Hold	34,241	–	–	0.01%	134
2023 Q2	$1.25M	Sell	34,241 -671	-2%	-$24.7K	0.01%	135
2023 Q1	$1.27M	Buy	34,912 +1,390	+4%	+$57.4K	0.01%	136
2022 Q4	$1.3M	Hold	33,522	–	–	0.01%	136
2022 Q3	$1.01M	Hold	33,522	–	–	0.01%	136
2022 Q2	$1.25M	Hold	33,522	–	–	0.01%	131
2022 Q1	$1.64M	Hold	33,522	–	–	0.01%	137
2021 Q4	$1.55M	Hold	33,522	–	–	0.01%	136
2021 Q3	$1.56M	Hold	33,522	–	–	0.01%	135
2021 Q2	$1.65M	Sell	33,522 -19,910	-37%	-$994K	0.01%	131
2021 Q1	$2.64M	Sell	53,432 -150	-0.3%	-$6.24K	0.01%	132
2020 Q4	$2.12M	Hold	53,582	–	–	0.01%	136
2020 Q3	$1.72M	Hold	53,582	–	–	0.01%	134
2020 Q2	$1.49M	Hold	53,582	–	–	0.01%	139
2020 Q1	$1.46M	Hold	53,582	–	–	0.01%	139
2019 Q4	$2.22M	Buy	53,582 +14,141	+36%	+$541K	0.01%	141
2019 Q3	$1.41M	Hold	39,441	–	–	0.01%	143
2019 Q2	$1.56M	Hold	39,441	–	–	0.01%	144
2019 Q1	$1.46M	Hold	39,441	–	–	0.01%	144
2018 Q4	$1.66M	Buy	39,441 +941	+2%	+$41.2K	0.01%	144
2018 Q3	$1.86M	Buy	+38,500	New	+$1.8M	0.01%	142

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Richard Pzena's KB Position: Q2 2026 in Review

Richard Pzena reduced its KB Financial Group (KB) stake by 60% in Q2 2026, selling an estimated $1.2M and leaving 7,640 shares worth $802K. The position accounts for ﹤0.01% of the portfolio, ranked #139.

Richard Pzena first reported a position in KB in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.44M in Q2 2025. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

Richard Pzena held 7,640 shares of KB Financial Group worth $802K as of Q2 2026.
Richard Pzena sold 11,383 KB Financial Group shares in Q2 2026, an estimated $1.2M.
KB Financial Group made up ﹤0.01% of Richard Pzena's portfolio in Q2 2026, its #139 holding.
Richard Pzena first reported a position in KB Financial Group in Q3 2018 and has held it in 32 quarters since.
Richard Pzena's KB Financial Group position peaked at $3.44M in Q2 2025.
365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Pzena Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.