Rockefeller Capital Management
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Rockefeller Capital Management’s KB Financial Group KB Stock Holding History

Rockefeller Capital 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 		$2.88M Buy
27,457
+1,001
+4% +$106K ﹤0.01% 1218
2026
Q1 		$2.64M Buy
26,456
+8,574
+48% +$861K ﹤0.01% 1180
2025
Q4 		$1.54M Buy
17,882
+2,778
+18% +$234K ﹤0.01% 1366
2025
Q3 		$1.25M Sell
15,104
-354
-2% -$29K ﹤0.01% 1327
2025
Q2 		$1.28M Sell
15,458
-143
-0.9% -$9.67K ﹤0.01% 1254
2025
Q1 		$844K Sell
15,601
-23,085
-60% -$1.33M ﹤0.01% 1322
2024
Q4 		$2.2M Sell
38,686
-3,617
-9% -$234K 0.01% 980
2024
Q3 		$2.61M Sell
42,303
-243
-0.6% -$15.1K 0.01% 904
2024
Q2 		$2.41M Sell
42,546
-4,836
-10% -$263K 0.01% 909
2024
Q1 		$2.47M Buy
47,382
+603
+1% +$28.5K 0.01% 916
2023
Q4 		$1.94M Sell
46,779
-927
-2% -$37.5K 0.01% 924
2023
Q3 		$1.96M Sell
47,706
-128
-0.3% -$5.07K 0.01% 843
2023
Q2 		$1.74M Sell
47,834
-1,565
-3% -$57.7K 0.01% 893
2023
Q1 		$1.8M Sell
49,399
-2,456
-5% -$101K 0.01% 858
2022
Q4 		$2M Sell
51,855
-99,416
-66% -$3.59M 0.01% 748
2022
Q3 		$4.56M Buy
151,271
+15,629
+12% +$565K 0.02% 556
2022
Q2 		$5.04M Buy
135,642
+5,956
+5% +$271K 0.03% 523
2022
Q1 		$6.33M Buy
129,686
+22,597
+21% +$1.12M 0.03% 487
2021
Q4 		$4.94M Buy
107,089
+19,630
+22% +$933K 0.02% 545
2021
Q3 		$4.06M Buy
87,459
+1,571
+2% +$71K 0.02% 541
2021
Q2 		$4.23M Buy
85,888
+9,127
+12% +$456K 0.02% 493
2021
Q1 		$3.79M Buy
+76,761
New +$3.19M 0.03% 422
2020
Q1 		– Sell
-85,007
Closed -$3.52M – 2421
2019
Q4 		$3.52M Buy
85,007
+7,503
+10% +$287K 0.04% 253
2019
Q3 		$2.77M Buy
77,504
+52,862
+215% +$1.86M 0.04% 249
2019
Q2 		$973K Sell
24,642
-241
-1% -$9.4K 0.01% 347
2019
Q1 		$922K Sell
24,883
-1,494
-6% -$59.7K 0.01% 392
2018
Q4 		$1.11M Buy
26,377
+10,297
+64% +$450K 0.02% 234
2018
Q3 		$776K Buy
16,080
+4,825
+43% +$225K 0.01% 235
2018
Q2 		$523K Buy
11,255
+1,245
+12% +$65.7K 0.01% 271
2018
Q1 		$580K Buy
+10,010
New +$600K 0.01% 255

Other funds holding KB

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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

Rockefeller Capital Management's KB Position: Q2 2026 in Review

Rockefeller Capital Management increased its KB Financial Group (KB) stake by 3.8% in Q2 2026, buying an estimated $106K and bringing the position to 27,457 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Rockefeller Capital Management first reported a position in KB in Q1 2018 and has held it in 30 quarters since. The position peaked at $6.33M in Q1 2022. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Rockefeller Capital Management held 27,457 shares of KB Financial Group worth $2.88M as of Q2 2026.
  • Rockefeller Capital Management bought 1,001 KB Financial Group shares in Q2 2026, an estimated $106K.
  • KB Financial Group made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1218 holding.
  • Rockefeller Capital Management first reported a position in KB Financial Group in Q1 2018 and has held it in 30 quarters since.
  • Rockefeller Capital Management's KB Financial Group position peaked at $6.33M in Q1 2022.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.