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Steward Partners Investment Advisory’s KB Financial Group KB Stock Holding History

Steward Partners Investment Advisory’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 		$10K Buy
+95
New +$10K ﹤0.01% 3737
2020
Q1 		– Sell
-31
Closed -$1K – 2604
2019
Q4 		$1K Hold
31
– – ﹤0.01% 2521
2019
Q3 		$1K Hold
31
– – ﹤0.01% 2533
2019
Q2 		$1K Buy
+31
New +$1.21K ﹤0.01% 2537
2018
Q4 		– Sell
-7,516
Closed -$363K – 1492
2018
Q3 		$363K Sell
7,516
-4,327
-37% -$202K 0.02% 579
2018
Q2 		$550K Buy
11,843
+426
+4% +$22.5K 0.03% 445
2018
Q1 		$661K Buy
11,417
+4,414
+63% +$265K 0.05% 359
2017
Q4 		$409K Buy
7,003
+6,972
+22,490% +$370K 0.03% 401
2017
Q3 		$1K Buy
+31
New +$1.55K ﹤0.01% 1597

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

Steward Partners Investment Advisory's KB Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in KB Financial Group (KB) in Q2 2026: 95 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #3737 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in KB as recently as Q4 2019.

Steward Partners Investment Advisory first reported a position in KB in Q3 2017 and has held it in 9 quarters since. The position peaked at $661K in Q1 2018. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Steward Partners Investment Advisory held 95 shares of KB Financial Group worth $10K as of Q2 2026.
  • KB Financial Group was a new Steward Partners Investment Advisory position in Q2 2026.
  • KB Financial Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3737 holding.
  • Steward Partners Investment Advisory first reported a position in KB Financial Group in Q3 2017 and has held it in 9 quarters since.
  • Steward Partners Investment Advisory's KB Financial Group position peaked at $661K in Q1 2018.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.