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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
Q2 		– Sell
-27
Closed -$2.69K – 1869
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

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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

Root Financial Partners's KB Position: Q2 2026 in Review

Root Financial Partners sold out of KB Financial Group (KB) in Q2 2026, closing a stake of 27 shares — an estimated $2.69K sold.

Root Financial Partners first reported a position in KB in Q3 2025 and held it in 3 quarters. The position peaked at $2.69K in Q1 2026. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Root Financial Partners reported no remaining KB Financial Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 27 KB Financial Group shares in Q2 2026, an estimated $2.69K.
  • Root Financial Partners first reported a position in KB Financial Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's KB Financial Group position peaked at $2.69K in Q1 2026.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.