Schechter Investment Advisors’s KB Financial Group KB Stock Holding History

Schechter Investment Advisors’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
2025 Q1	$268K	Sell	4,953 -1,702	-26%	-$98.3K	0.02%	491
2024 Q4	$379K	Sell	6,655 -882	-12%	-$57K	0.03%	442
2024 Q3	$465K	Buy	7,537 +143	+2%	+$8.88K	0.03%	414
2024 Q2	$419K	Buy	7,394 +105	+1%	+$5.71K	0.03%	413
2024 Q1	$380K	Buy	7,289 +341	+5%	+$16.1K	0.03%	443
2023 Q4	$287K	Buy	6,948 +8	+0.1%	+$324	0.02%	469
2023 Q3	$285K	Buy	6,940 +514	+8%	+$20.4K	0.03%	464
2023 Q2	$234K	Buy	+6,426	New	+$237K	0.02%	551
2022 Q3	–	Sell	-5,465	Closed	-$203K	–	970
2022 Q2	$203K	Buy	+5,465	New	+$248K	0.02%	840

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Schechter Investment Advisors's KB Position: Q1 2025 in Review

Schechter Investment Advisors reduced its KB Financial Group (KB) stake by 26% in Q1 2025, selling an estimated $98.3K and leaving 4,953 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #491.

Schechter Investment Advisors first reported a position in KB in Q2 2022 and has held it in 9 quarters since. The position peaked at $465K in Q3 2024. 238 funds tracked by Wall St. Rank hold KB as of Q1 2025.

Schechter Investment Advisors held 4,953 shares of KB Financial Group worth $268K as of Q1 2025.
Schechter Investment Advisors sold 1,702 KB Financial Group shares in Q1 2025, an estimated $98.3K.
KB Financial Group made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #491 holding.
Schechter Investment Advisors first reported a position in KB Financial Group in Q2 2022 and has held it in 9 quarters since.
Schechter Investment Advisors's KB Financial Group position peaked at $465K in Q3 2024.
238 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.