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Sonora Investment Management’s KB Financial Group KB Stock Holding History

Sonora Investment 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
2021
Q3 		$2K Hold
47
– – ﹤0.01% 995
2021
Q2 		$2K Buy
+47
New +$2.35K ﹤0.01% 899

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TSAM
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sonora Investment Management's KB Position: Q3 2021 in Review

Sonora Investment Management held its KB Financial Group (KB) position steady in Q3 2021 at 47 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Sonora Investment Management first reported a position in KB in Q2 2021 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold KB as of Q3 2021.

  • Sonora Investment Management held 47 shares of KB Financial Group worth $2K as of Q3 2021.
  • Sonora Investment Management left its KB Financial Group share count unchanged in Q3 2021.
  • KB Financial Group made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #995 holding.
  • Sonora Investment Management first reported a position in KB Financial Group in Q2 2021 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.