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SHP Wealth Management’s KB Financial Group KB Stock Holding History

SHP Wealth 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
Q1 		$8.38K Buy
84
+54
+180% +$5.42K ﹤0.01% 949
2025
Q4 		$2.58K Buy
+30
New +$2.53K ﹤0.01% 1090

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $86.1B AUM 29.11% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

SHP Wealth Management's KB Position: Q1 2026 in Review

SHP Wealth Management increased its KB Financial Group (KB) stake by 180% in Q1 2026, buying an estimated $5.42K and bringing the position to 84 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

SHP Wealth Management first reported a position in KB in Q4 2025 and has held it in 2 quarters since. 338 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • SHP Wealth Management held 84 shares of KB Financial Group worth $8.38K as of Q1 2026.
  • SHP Wealth Management bought 54 KB Financial Group shares in Q1 2026, an estimated $5.42K.
  • KB Financial Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #949 holding.
  • SHP Wealth Management first reported a position in KB Financial Group in Q4 2025 and has held it in 2 quarters since.
  • 338 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.