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SageView Advisory Group’s KB Financial Group KB Stock Holding History

SageView Advisory Group’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 		– Sell
-251
Closed -$21.6K – 1559
2025
Q4 		$21.6K Buy
+251
New +$21.1K ﹤0.01% 1419
2024
Q2 		– Sell
-36,757
Closed -$7.36M – 635
2024
Q1 		$7.36M Buy
+36,757
New +$1.73M 0.37% 36

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

SageView Advisory Group's KB Position: Q1 2026 in Review

SageView Advisory Group sold out of KB Financial Group (KB) in Q1 2026, closing a stake of 251 shares — an estimated $21.6K sold.

SageView Advisory Group first reported a position in KB in Q1 2024 and held it in 2 quarters. The position peaked at $7.36M in Q1 2024. 338 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • SageView Advisory Group reported no remaining KB Financial Group position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 251 KB Financial Group shares in Q1 2026, an estimated $21.6K.
  • SageView Advisory Group first reported a position in KB Financial Group in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's KB Financial Group position peaked at $7.36M in Q1 2024.
  • 338 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.