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TD Private Client Wealth’s KB Financial Group KB Stock Holding History

TD Private Client 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
2026
Q2 		$75.2K Buy
716
+438
+158% +$46.3K ﹤0.01% 821
2026
Q1 		$27.7K Sell
278
-4
-1% -$402 ﹤0.01% 961
2025
Q4 		$24.3K Sell
282
-11
-4% -$927 ﹤0.01% 987
2025
Q3 		$24.3K Buy
+293
New +$24K ﹤0.01% 963
2023
Q2 		– Sell
-50
Closed -$1.82K – 1272
2023
Q1 		$1.82K Sell
50
-581
-92% -$24K ﹤0.01% 1160
2022
Q4 		$24.4K Buy
631
+449
+247% +$16.2K ﹤0.01% 888
2022
Q3 		$5.49K Sell
182
-638
-78% -$23.1K ﹤0.01% 1051
2022
Q2 		$30.5K Buy
820
+96
+13% +$4.36K ﹤0.01% 832
2022
Q1 		$35.4K Buy
724
+192
+36% +$9.49K ﹤0.01% 843
2021
Q4 		$24.6K Buy
532
+396
+291% +$18.8K ﹤0.01% 836
2021
Q3 		$6.31K Buy
136
+3
+2% +$136 ﹤0.01% 942
2021
Q2 		$6.56K Buy
+133
New +$6.64K ﹤0.01% 938
2021
Q1 		– Sell
-32
Closed -$1.27K – 1188
2020
Q4 		$1.27K Hold
32
– – ﹤0.01% 991
2020
Q3 		$1.03K Sell
32
-4,469
-99% -$138K ﹤0.01% 959
2020
Q2 		$125K Hold
4,501
– – 0.01% 499
2020
Q1 		$122K Buy
+4,501
New +$152K 0.01% 472

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

TD Private Client Wealth's KB Position: Q2 2026 in Review

TD Private Client Wealth increased its KB Financial Group (KB) stake by 158% in Q2 2026, buying an estimated $46.3K and bringing the position to 716 shares worth $75.2K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

TD Private Client Wealth first reported a position in KB in Q1 2020 and has held it in 16 quarters since. The position peaked at $125K in Q2 2020. 367 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • TD Private Client Wealth held 716 shares of KB Financial Group worth $75.2K as of Q2 2026.
  • TD Private Client Wealth bought 438 KB Financial Group shares in Q2 2026, an estimated $46.3K.
  • KB Financial Group made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #821 holding.
  • TD Private Client Wealth first reported a position in KB Financial Group in Q1 2020 and has held it in 16 quarters since.
  • TD Private Client Wealth's KB Financial Group position peaked at $125K in Q2 2020.
  • 367 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.