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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
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

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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

TD Private Client Wealth's KB Position: Q1 2026 in Review

TD Private Client Wealth reduced its KB Financial Group (KB) stake by 1.4% in Q1 2026, selling an estimated $402 and leaving 278 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

TD Private Client Wealth first reported a position in KB in Q1 2020 and has held it in 15 quarters since. The position peaked at $125K in Q2 2020. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • TD Private Client Wealth held 278 shares of KB Financial Group worth $27.7K as of Q1 2026.
  • TD Private Client Wealth sold 4 KB Financial Group shares in Q1 2026, an estimated $402.
  • KB Financial Group made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #961 holding.
  • TD Private Client Wealth first reported a position in KB Financial Group in Q1 2020 and has held it in 15 quarters since.
  • TD Private Client Wealth's KB Financial Group position peaked at $125K in Q2 2020.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.