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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

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

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. 368 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.
  • 368 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.