True Wealth Design
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
Q3 		$16.1K Buy
131
+13
+11% +$1.58K ﹤0.01% 900
2026
Q2 		$12.4K Buy
118
+61
+107% +$6.44K ﹤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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

True Wealth Design's KB Position: Q3 2026 in Review

True Wealth Design increased its KB Financial Group (KB) stake by 11% in Q3 2026, buying an estimated $1.58K and bringing the position to 131 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

True Wealth Design first reported a position in KB in Q3 2025 and has held it in 5 quarters since. 216 funds tracked by Wall St. Rank hold KB as of Q3 2026.

  • True Wealth Design held 131 shares of KB Financial Group worth $16.1K as of Q3 2026.
  • True Wealth Design bought 13 KB Financial Group shares in Q3 2026, an estimated $1.58K.
  • KB Financial Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #900 holding.
  • True Wealth Design first reported a position in KB Financial Group in Q3 2025 and has held it in 5 quarters since.
  • 216 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.