Root Financial Partners
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
Q3 		$4.8K Buy
+39
New +$4.74K ﹤0.01% 2247
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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American Century Companies
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CIBC Bancorp USA
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BNP Paribas Asset Management
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WCM Investment Management
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Todd Asset Management
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Arrowstreet Capital
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Root Financial Partners's KB Position: Q3 2026 in Review

Root Financial Partners opened a new position in KB Financial Group (KB) in Q3 2026: 39 shares worth $4.8K. The stake represents ﹤0.01% of the portfolio and ranks #2247 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KB as recently as Q1 2026.

Root Financial Partners first reported a position in KB in Q3 2025 and has held it in 4 quarters since. 314 funds tracked by Wall St. Rank hold KB as of Q3 2026.

  • Root Financial Partners held 39 shares of KB Financial Group worth $4.8K as of Q3 2026.
  • KB Financial Group was a new Root Financial Partners position in Q3 2026.
  • KB Financial Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2247 holding.
  • Root Financial Partners first reported a position in KB Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 314 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.