RFP
KB icon

Root Financial Partners’s KB Financial Group KB Stock Holding History

Root Financial Partners’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 		$2.69K Buy
27
+18
+200% +$1.81K ﹤0.01% 2189
2025
Q4 		$774 Buy
9
+4
+80% +$337 ﹤0.01% 2149
2025
Q3 		$415 Buy
+5
New +$410 ﹤0.01% 2163

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B 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

Root Financial Partners's KB Position: Q1 2026 in Review

Root Financial Partners increased its KB Financial Group (KB) stake by 200% in Q1 2026, buying an estimated $1.81K and bringing the position to 27 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Root Financial Partners first reported a position in KB in Q3 2025 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Root Financial Partners held 27 shares of KB Financial Group worth $2.69K as of Q1 2026.
  • Root Financial Partners bought 18 KB Financial Group shares in Q1 2026, an estimated $1.81K.
  • KB Financial Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2189 holding.
  • Root Financial Partners first reported a position in KB Financial Group in Q3 2025 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.