UCFA
KB icon

United Capital Financial Advisors’s KB Financial Group KB Stock Holding History

United Capital Financial 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
Q2 		$1.08M Buy
10,270
+2,383
+30% +$252K 0.01% 776
2026
Q1 		$787K Buy
7,887
+1,216
+18% +$122K ﹤0.01% 857
2025
Q4 		$574K Buy
6,671
+602
+10% +$50.7K ﹤0.01% 916
2025
Q3 		$503K Buy
6,069
+263
+5% +$21.6K ﹤0.01% 856
2025
Q2 		$480K Sell
5,806
-15
-0.3% -$1.01K ﹤0.01% 796
2025
Q1 		$315K Sell
5,821
-48
-0.8% -$2.77K ﹤0.01% 877
2024
Q4 		$334K Sell
5,869
-97
-2% -$6.27K ﹤0.01% 852
2024
Q3 		$368K Buy
5,966
+98
+2% +$6.09K ﹤0.01% 813
2024
Q2 		$332K Sell
5,868
-471
-7% -$25.6K ﹤0.01% 811
2024
Q1 		$330K Sell
6,339
-103
-2% -$4.86K ﹤0.01% 851
2023
Q4 		$267K Buy
+6,442
New +$261K ﹤0.01% 913
2020
Q1 		– Sell
-10,798
Closed -$447K – 1288
2019
Q4 		$447K Buy
+10,798
New +$413K ﹤0.01% 1027
2019
Q3 		– Sell
-17,691
Closed -$698K – 1405
2019
Q2 		$698K Buy
+17,691
New +$690K ﹤0.01% 926
2019
Q1 		– Sell
-10,095
Closed -$424K – 1375
2018
Q4 		$424K Buy
+10,095
New +$441K ﹤0.01% 963

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

United Capital Financial Advisors's KB Position: Q2 2026 in Review

United Capital Financial Advisors increased its KB Financial Group (KB) stake by 30% in Q2 2026, buying an estimated $252K and bringing the position to 10,270 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #776.

United Capital Financial Advisors first reported a position in KB in Q4 2018 and has held it in 14 quarters since. 365 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • United Capital Financial Advisors held 10,270 shares of KB Financial Group worth $1.08M as of Q2 2026.
  • United Capital Financial Advisors bought 2,383 KB Financial Group shares in Q2 2026, an estimated $252K.
  • KB Financial Group made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #776 holding.
  • United Capital Financial Advisors first reported a position in KB Financial Group in Q4 2018 and has held it in 14 quarters since.
  • 365 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.