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SVB Wealth’s KB Financial Group KB Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-3,992
Closed -$216K – 1086
2025
Q1 		$216K Sell
3,992
-1,500
-27% -$86.6K 0.01% 302
2024
Q4 		$312K Buy
+5,492
New +$355K 0.01% 543
2024
Q3 		– Sell
-6,100
Closed -$345K – 333
2024
Q2 		$345K Sell
6,100
-125
-2% -$6.79K 0.01% 519
2024
Q1 		$324K Buy
6,225
+270
+5% +$12.7K 0.01% 602
2023
Q4 		$246K Sell
5,955
-734
-11% -$29.7K 0.01% 692
2023
Q3 		$275K Buy
6,689
+273
+4% +$10.8K 0.01% 638
2023
Q2 		$234K Sell
6,416
-253
-4% -$9.33K ﹤0.01% 766
2023
Q1 		$243K Buy
6,669
+744
+13% +$30.7K ﹤0.01% 815
2022
Q4 		$229K Buy
+5,925
New +$214K ﹤0.01% 865
2022
Q1 		– Sell
-5,951
Closed -$274K – 820
2021
Q4 		$274K Sell
5,951
-39,705
-87% -$1.89M ﹤0.01% 610
2021
Q3 		$2.12M Sell
45,656
-2,803
-6% -$127K 0.03% 252
2021
Q2 		$2.39M Buy
48,459
+24,028
+98% +$1.2M 0.03% 233
2021
Q1 		$1.21M Sell
24,431
-1,593
-6% -$66.3K 0.02% 317
2020
Q4 		$1.03M Buy
26,024
+10,252
+65% +$401K 0.02% 330
2020
Q3 		$507K Buy
+15,772
New +$489K 0.01% 398

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SVB Wealth's KB Position: Q2 2025 in Review

SVB Wealth sold out of KB Financial Group (KB) in Q2 2025, closing a stake of 3,992 shares — an estimated $216K sold.

SVB Wealth first reported a position in KB in Q3 2020 and held it in 15 quarters. The position peaked at $2.39M in Q2 2021. 265 funds tracked by Wall St. Rank hold KB as of Q2 2025.

  • SVB Wealth reported no remaining KB Financial Group position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 3,992 KB Financial Group shares in Q2 2025, an estimated $216K.
  • SVB Wealth first reported a position in KB Financial Group in Q3 2020 and held it in 15 quarters.
  • SVB Wealth's KB Financial Group position peaked at $2.39M in Q2 2021.
  • 265 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.