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Twin Peaks Wealth Advisors’s KB Financial Group KB Stock Holding History

Twin Peaks Wealth Advisors’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 		$23.4K Buy
+235
New +$23.6K 0.01% 654
2025
Q3 		– Sell
-181
Closed -$15.1K – 1194
2025
Q2 		$15.1K Buy
+181
New +$12.2K ﹤0.01% 720

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

Twin Peaks Wealth Advisors's KB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in KB Financial Group (KB) in Q1 2026: 235 shares worth $23.4K. The stake represents 0.01% of the portfolio and ranks #654 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in KB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in KB in Q2 2025 and has held it in 2 quarters since. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 235 shares of KB Financial Group worth $23.4K as of Q1 2026.
  • KB Financial Group was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • KB Financial Group made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #654 holding.
  • Twin Peaks Wealth Advisors first reported a position in KB Financial Group in Q2 2025 and has held it in 2 quarters since.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.