TAFW
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Tred Avon Family Wealth’s KB Financial Group KB Stock Holding History

Tred Avon Family 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 		$825K Sell
8,275
-1,235
-13% -$124K 0.27% 103
2025
Q4 		$818K Sell
9,510
-1,620
-15% -$136K 0.27% 103
2025
Q3 		$923K Buy
+11,130
New +$913K 0.32% 87

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 $5.63B AUM 45.28% 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

Tred Avon Family Wealth's KB Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its KB Financial Group (KB) stake by 13% in Q1 2026, selling an estimated $124K and leaving 8,275 shares worth $825K. The position accounts for 0.27% of the portfolio, ranked #103.

Tred Avon Family Wealth first reported a position in KB in Q3 2025 and has held it in 3 quarters since. The position peaked at $923K in Q3 2025. 338 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Tred Avon Family Wealth held 8,275 shares of KB Financial Group worth $825K as of Q1 2026.
  • Tred Avon Family Wealth sold 1,235 KB Financial Group shares in Q1 2026, an estimated $124K.
  • KB Financial Group made up 0.27% of Tred Avon Family Wealth's portfolio in Q1 2026, its #103 holding.
  • Tred Avon Family Wealth first reported a position in KB Financial Group in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's KB Financial Group position peaked at $923K in Q3 2025.
  • 338 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.