Valeo Financial Advisors’s KB Financial Group KB Stock Holding History

Valeo 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	$225K	Buy	+2,141	New	+$226K	﹤0.01%	727
2020 Q4	–	Sell	-41	Closed	-$1K	–	1755
2020 Q3	$1K	Sell	41 -129	-76%	-$4K	﹤0.01%	1488
2020 Q2	$5K	Buy	170 +129	+315%	+$3.52K	﹤0.01%	1527
2020 Q1	$1K	Hold	41	–	–	﹤0.01%	1666
2019 Q4	$2K	Hold	41	–	–	﹤0.01%	1463
2019 Q3	$1K	Hold	41	–	–	﹤0.01%	1457
2019 Q2	$2K	Hold	41	–	–	﹤0.01%	1409
2019 Q1	$2K	Buy	41 +18	+78%	+$719	﹤0.01%	1363
2018 Q4	$1K	Hold	23	–	–	﹤0.01%	1386
2018 Q3	$1K	Hold	23	–	–	﹤0.01%	1634
2018 Q2	$1K	Sell	23 -82	-78%	-$4.33K	﹤0.01%	1472
2018 Q1	$6K	Hold	105	–	–	﹤0.01%	1077
2017 Q4	$6K	Sell	105 -25	-19%	-$1.33K	﹤0.01%	967
2017 Q3	$6K	Buy	+130	New	+$6.48K	﹤0.01%	830

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

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

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

Valeo Financial Advisors's KB Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in KB Financial Group (KB) in Q2 2026: 2,141 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in KB as recently as Q3 2020.

Valeo Financial Advisors first reported a position in KB in Q3 2017 and has held it in 14 quarters since. 44 funds tracked by Wall St. Rank hold KB as of Q2 2026.

Valeo Financial Advisors held 2,141 shares of KB Financial Group worth $225K as of Q2 2026.
KB Financial Group was a new Valeo Financial Advisors position in Q2 2026.
KB Financial Group made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #727 holding.
Valeo Financial Advisors first reported a position in KB Financial Group in Q3 2017 and has held it in 14 quarters since.
44 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.