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Sequoia Financial Advisors’s KB Financial Group KB Stock Holding History

Sequoia Financial 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
2026
Q2 		$2.86M Buy
27,209
+2,236
+9% +$236K 0.01% 492
2026
Q1 		$2.49M Buy
24,973
+6,064
+32% +$609K 0.01% 526
2025
Q4 		$1.63M Buy
18,909
+1,862
+11% +$157K 0.01% 656
2025
Q3 		$1.41M Buy
17,047
+1,063
+7% +$87.2K 0.01% 643
2025
Q2 		$1.32M Buy
15,984
+1,806
+13% +$122K 0.01% 591
2025
Q1 		$767K Sell
14,178
-371
-3% -$21.4K 0.01% 714
2024
Q4 		$828K Sell
14,549
-42
-0.3% -$2.71K 0.01% 643
2024
Q3 		$901K Sell
14,591
-569
-4% -$35.4K 0.01% 574
2024
Q2 		$858K Buy
15,160
+327
+2% +$17.8K 0.01% 519
2024
Q1 		$772K Sell
14,833
-320
-2% -$15.1K 0.01% 550
2023
Q4 		$627K Sell
15,153
-155
-1% -$6.27K 0.01% 673
2023
Q3 		$629K Buy
15,308
+611
+4% +$24.2K 0.01% 443
2023
Q2 		$535K Buy
14,697
+1,206
+9% +$44.5K 0.01% 505
2023
Q1 		$491K Buy
13,491
+188
+1% +$7.76K 0.01% 465
2022
Q4 		$514K Buy
13,303
+6,466
+95% +$233K 0.01% 427
2022
Q3 		$206K Sell
6,837
-684
-9% -$24.7K 0.01% 485
2022
Q2 		$280K Sell
7,521
-1,274
-14% -$57.9K 0.01% 457
2022
Q1 		$429K Buy
8,795
+3,225
+58% +$159K 0.01% 393
2021
Q4 		$257K Buy
+5,570
New +$265K 0.01% 482

Other funds holding KB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
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

Sequoia Financial Advisors's KB Position: Q2 2026 in Review

Sequoia Financial Advisors increased its KB Financial Group (KB) stake by 9% in Q2 2026, buying an estimated $236K and bringing the position to 27,209 shares worth $2.86M. The position accounts for 0.01% of the portfolio, ranked #492.

Sequoia Financial Advisors first reported a position in KB in Q4 2021 and has held it in 19 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Sequoia Financial Advisors held 27,209 shares of KB Financial Group worth $2.86M as of Q2 2026.
  • Sequoia Financial Advisors bought 2,236 KB Financial Group shares in Q2 2026, an estimated $236K.
  • KB Financial Group made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #492 holding.
  • Sequoia Financial Advisors first reported a position in KB Financial Group in Q4 2021 and has held it in 19 quarters since.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.