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Ritholtz Wealth Management’s KB Financial Group KB Stock Holding History

Ritholtz Wealth Management’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 		$5.78M Buy
55,107
+2,075
+4% +$219K 0.09% 153
2026
Q1 		$5.29M Buy
53,032
+2,620
+5% +$263K 0.09% 150
2025
Q4 		$4.34M Buy
50,412
+481
+1% +$40.5K 0.08% 170
2025
Q3 		$4.14M Buy
49,931
+39
+0.1% +$3.2K 0.08% 162
2025
Q2 		$4.12M Sell
49,892
-2,200
-4% -$149K 0.09% 136
2025
Q1 		$2.82M Sell
52,092
-7,307
-12% -$422K 0.08% 172
2024
Q4 		$3.38M Sell
59,399
-595
-1% -$38.4K 0.1% 129
2024
Q3 		$3.7M Buy
59,994
+3,178
+6% +$197K 0.11% 122
2024
Q2 		$3.22M Buy
56,816
+2,956
+5% +$161K 0.11% 125
2024
Q1 		$2.8M Buy
53,860
+8,814
+20% +$416K 0.1% 142
2023
Q4 		$1.86M Buy
45,046
+6,598
+17% +$267K 0.07% 183
2023
Q3 		$1.58M Buy
38,448
+16,446
+75% +$652K 0.07% 186
2023
Q2 		$801K Buy
22,002
+3,613
+20% +$133K 0.04% 334
2023
Q1 		$670K Sell
18,389
-1,392
-7% -$57.5K 0.03% 346
2022
Q4 		$765K Sell
19,781
-928
-4% -$33.5K 0.04% 285
2022
Q3 		$624K Sell
20,709
-8,510
-29% -$308K 0.03% 339
2022
Q2 		$1.09M Sell
29,219
-11,780
-29% -$535K 0.07% 171
2022
Q1 		$2M Sell
40,999
-2,410
-6% -$119K 0.14% 91
2021
Q4 		$2M Sell
43,409
-558
-1% -$26.5K 0.12% 81
2021
Q3 		$2.04M Sell
43,967
-1,864
-4% -$84.3K 0.14% 71
2021
Q2 		$2.26M Buy
45,831
+11,138
+32% +$556K 0.16% 62
2021
Q1 		$1.72M Buy
34,693
+4,151
+14% +$173K 0.14% 70
2020
Q4 		$1.21M Buy
30,542
+7,457
+32% +$292K 0.12% 78
2020
Q3 		$741K Buy
23,085
+4,464
+24% +$138K 0.08% 101
2020
Q2 		$518K Buy
+18,621
New +$509K 0.07% 112

Other funds holding KB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
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
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

Ritholtz Wealth Management's KB Position: Q2 2026 in Review

Ritholtz Wealth Management increased its KB Financial Group (KB) stake by 3.9% in Q2 2026, buying an estimated $219K and bringing the position to 55,107 shares worth $5.78M. The position accounts for 0.09% of the portfolio, ranked #153.

Ritholtz Wealth Management first reported a position in KB in Q2 2020 and has held it in 25 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Ritholtz Wealth Management held 55,107 shares of KB Financial Group worth $5.78M as of Q2 2026.
  • Ritholtz Wealth Management bought 2,075 KB Financial Group shares in Q2 2026, an estimated $219K.
  • KB Financial Group made up 0.09% of Ritholtz Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Ritholtz Wealth Management first reported a position in KB Financial Group in Q2 2020 and has held it in 25 quarters since.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.