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Shelton Capital Management’s KB Financial Group KB Stock Holding History

Shelton Capital Management’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 		$439K Buy
4,184
+90
+2% +$9.51K 0.01% 400
2026
Q1 		$408K Sell
4,094
-313
-7% -$31.4K 0.01% 416
2025
Q4 		$379K Hold
4,407
– – 0.01% 428
2025
Q3 		$365K Sell
4,407
-2
-0% -$164 0.01% 441
2025
Q2 		$364K Buy
+4,409
New +$298K 0.01% 426
2024
Q3 		– Sell
-4,538
Closed -$257K – 763
2024
Q2 		$257K Sell
4,538
-187
-4% -$10.2K 0.01% 557
2024
Q1 		$246K Sell
4,725
-225
-5% -$10.6K 0.01% 624
2023
Q4 		$205K Buy
4,950
+59
+1% +$2.39K 0.01% 686
2023
Q3 		$201K Buy
+4,891
New +$194K 0.01% 660

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

Shelton Capital Management's KB Position: Q2 2026 in Review

Shelton Capital Management increased its KB Financial Group (KB) stake by 2.2% in Q2 2026, buying an estimated $9.51K and bringing the position to 4,184 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #400.

Shelton Capital Management first reported a position in KB in Q3 2023 and has held it in 9 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Shelton Capital Management held 4,184 shares of KB Financial Group worth $439K as of Q2 2026.
  • Shelton Capital Management bought 90 KB Financial Group shares in Q2 2026, an estimated $9.51K.
  • KB Financial Group made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #400 holding.
  • Shelton Capital Management first reported a position in KB Financial Group in Q3 2023 and has held it in 9 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.