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

Spire 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	$66.5K	Buy	634 +575	+975%	+$60.8K	﹤0.01%	1093
2026 Q1	$5.88K	Hold	59	–	–	﹤0.01%	1791
2025 Q4	$5.08K	Hold	59	–	–	﹤0.01%	1906
2025 Q3	$4.89K	Hold	59	–	–	﹤0.01%	1962
2025 Q2	$4.87K	Buy	+59	New	+$3.99K	﹤0.01%	1955
2024 Q3	–	Sell	-58	Closed	-$3.28K	–	2221
2024 Q2	$3.28K	Hold	58	–	–	﹤0.01%	1919
2024 Q1	$3.02K	Hold	58	–	–	﹤0.01%	2024
2023 Q4	$2.18K	Hold	58	–	–	﹤0.01%	2124
2023 Q3	$2.38K	Hold	58	–	–	﹤0.01%	2102
2023 Q2	$2.11K	Hold	58	–	–	﹤0.01%	2189
2023 Q1	$2.11K	Hold	58	–	–	﹤0.01%	2253
2022 Q4	$2K	Hold	58	–	–	﹤0.01%	2062
2022 Q3	$2K	Buy	+58	New	+$2.1K	﹤0.01%	1961
2022 Q1	–	Sell	-288	Closed	-$13K	–	2707
2021 Q4	$13K	Buy	+288	New	+$13.7K	﹤0.01%	2280
2021 Q2	–	Sell	-308	Closed	-$15K	–	2785
2021 Q1	$15K	Buy	+308	New	+$12.8K	﹤0.01%	2264

Other funds holding KB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

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

Spire Wealth Management increased its KB Financial Group (KB) stake by 975% in Q2 2026, buying an estimated $60.8K and bringing the position to 634 shares worth $66.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Spire Wealth Management first reported a position in KB in Q1 2021 and has held it in 15 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

Spire Wealth Management held 634 shares of KB Financial Group worth $66.5K as of Q2 2026.
Spire Wealth Management bought 575 KB Financial Group shares in Q2 2026, an estimated $60.8K.
KB Financial Group made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1093 holding.
Spire Wealth Management first reported a position in KB Financial Group in Q1 2021 and has held it in 15 quarters since.
368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.