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

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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. 44 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.
44 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.