SSC
KB icon

Syverson Strege & Co’s KB Financial Group KB Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-326
Closed -$11.9K – 352
2023
Q1 		$11.9K Buy
+326
New +$13.5K 0.01% 234

Other funds holding KB

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
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
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Syverson Strege & Co's KB Position: Q2 2023 in Review

Syverson Strege & Co sold out of KB Financial Group (KB) in Q2 2023, closing a stake of 326 shares — an estimated $11.9K sold.

Syverson Strege & Co first reported a position in KB in Q1 2023 and held it in 1 quarter. The position peaked at $11.9K in Q1 2023. 175 funds tracked by Wall St. Rank hold KB as of Q2 2023.

  • Syverson Strege & Co reported no remaining KB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 326 KB Financial Group shares in Q2 2023, an estimated $11.9K.
  • Syverson Strege & Co first reported a position in KB Financial Group in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's KB Financial Group position peaked at $11.9K in Q1 2023.
  • 175 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.