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Rise Advisors’s KB Financial Group KB Stock Holding History

Rise 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
2025
Q4 		– Sell
-6
Closed -$479 – 791
2025
Q3 		$479 Hold
6
– – ﹤0.01% 1427
2025
Q2 		$474 Buy
6
+3
+100% +$203 ﹤0.01% 1430
2025
Q1 		$150 Sell
3
-394
-99% -$22.8K ﹤0.01% 1440
2024
Q4 		$22.6K Buy
397
+3
+0.8% +$194 0.01% 571
2024
Q3 		$24.3K Buy
394
+3
+0.8% +$186 0.01% 551
2024
Q2 		$22.2K Buy
391
+10
+3% +$544 0.01% 568
2024
Q1 		$19.8K Buy
+381
New +$18K 0.01% 656

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Rise Advisors's KB Position: Q4 2025 in Review

Rise Advisors sold out of KB Financial Group (KB) in Q4 2025, closing a stake of 6 shares — an estimated $479 sold.

Rise Advisors first reported a position in KB in Q1 2024 and held it in 7 quarters. The position peaked at $24.3K in Q3 2024. 297 funds tracked by Wall St. Rank hold KB as of Q4 2025.

  • Rise Advisors reported no remaining KB Financial Group position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 6 KB Financial Group shares in Q4 2025, an estimated $479.
  • Rise Advisors first reported a position in KB Financial Group in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's KB Financial Group position peaked at $24.3K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.