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Summit Global Investments’s KB Financial Group KB Stock Holding History

Summit Global Investments’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 		$1.11M Buy
10,576
+4,003
+61% +$423K 0.06% 185
2026
Q1 		$656K Buy
6,573
+29
+0.4% +$2.91K 0.04% 282
2025
Q4 		$563K Buy
6,544
+591
+10% +$49.8K 0.03% 290
2025
Q3 		$494K Buy
+5,953
New +$488K 0.03% 305
2024
Q2 		– Sell
-12,876
Closed -$670K – 538
2024
Q1 		$670K Buy
+12,876
New +$608K 0.05% 280

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

Summit Global Investments's KB Position: Q2 2026 in Review

Summit Global Investments increased its KB Financial Group (KB) stake by 61% in Q2 2026, buying an estimated $423K and bringing the position to 10,576 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #185.

Summit Global Investments first reported a position in KB in Q1 2024 and has held it in 5 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Summit Global Investments held 10,576 shares of KB Financial Group worth $1.11M as of Q2 2026.
  • Summit Global Investments bought 4,003 KB Financial Group shares in Q2 2026, an estimated $423K.
  • KB Financial Group made up 0.06% of Summit Global Investments's portfolio in Q2 2026, its #185 holding.
  • Summit Global Investments first reported a position in KB Financial Group in Q1 2024 and has held it in 5 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.