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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
Q2 		$10.6K Buy
101
+17
+20% +$1.8K ﹤0.01% 960
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

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

SHP Wealth Management's KB Position: Q2 2026 in Review

SHP Wealth Management increased its KB Financial Group (KB) stake by 20% in Q2 2026, buying an estimated $1.8K and bringing the position to 101 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

SHP Wealth Management first reported a position in KB in Q4 2025 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • SHP Wealth Management held 101 shares of KB Financial Group worth $10.6K as of Q2 2026.
  • SHP Wealth Management bought 17 KB Financial Group shares in Q2 2026, an estimated $1.8K.
  • KB Financial Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #960 holding.
  • SHP Wealth Management first reported a position in KB Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.