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Sierra Ocean’s KB Financial Group KB Stock Holding History

Sierra Ocean’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
Q3 		– Sell
-425
Closed -$35.1K – 513
2025
Q2 		$35.1K Sell
425
-7
-2% -$473 0.03% 235
2025
Q1 		$23.4K Buy
432
+27
+7% +$1.56K 0.02% 275
2024
Q4 		$23K Buy
+405
New +$26.2K 0.02% 275

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Sierra Ocean's KB Position: Q3 2025 in Review

Sierra Ocean sold out of KB Financial Group (KB) in Q3 2025, closing a stake of 425 shares — an estimated $35.1K sold.

Sierra Ocean first reported a position in KB in Q4 2024 and held it in 3 quarters. The position peaked at $35.1K in Q2 2025. 270 funds tracked by Wall St. Rank hold KB as of Q3 2025.

  • Sierra Ocean reported no remaining KB Financial Group position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 425 KB Financial Group shares in Q3 2025, an estimated $35.1K.
  • Sierra Ocean first reported a position in KB Financial Group in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's KB Financial Group position peaked at $35.1K in Q2 2025.
  • 270 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.