TWD
KB icon

True Wealth Design’s KB Financial Group KB Stock Holding History

True Wealth Design’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 		$12.4K Buy
118
+61
+107% +$6.45K ﹤0.01% 988
2026
Q1 		$5.68K Buy
57
+14
+33% +$1.41K ﹤0.01% 1156
2025
Q4 		$3.7K Buy
43
+14
+48% +$1.18K ﹤0.01% 1213
2025
Q3 		$2.4K Buy
+29
New +$2.38K ﹤0.01% 1395

Other funds holding KB

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

True Wealth Design's KB Position: Q2 2026 in Review

True Wealth Design increased its KB Financial Group (KB) stake by 107% in Q2 2026, buying an estimated $6.45K and bringing the position to 118 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

True Wealth Design first reported a position in KB in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • True Wealth Design held 118 shares of KB Financial Group worth $12.4K as of Q2 2026.
  • True Wealth Design bought 61 KB Financial Group shares in Q2 2026, an estimated $6.45K.
  • KB Financial Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #988 holding.
  • True Wealth Design first reported a position in KB Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.