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Venturi Wealth Management’s KB Financial Group KB Stock Holding History

Venturi Wealth Management’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 		$1.02M Buy
9,693
+6,036
+165% +$638K 0.04% 225
2026
Q1 		$365K Buy
3,657
+1,241
+51% +$125K 0.02% 423
2025
Q4 		$208K Buy
+2,416
New +$204K 0.01% 549
2025
Q1 		– Sell
-845
Closed -$48.1K – 1252
2024
Q4 		$48.1K Sell
845
-242
-22% -$15.6K ﹤0.01% 1026
2024
Q3 		$67.1K Buy
1,087
+1,044
+2,428% +$64.9K ﹤0.01% 681
2024
Q2 		$2.44K Buy
+43
New +$2.34K ﹤0.01% 1340

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

Venturi Wealth Management's KB Position: Q2 2026 in Review

Venturi Wealth Management increased its KB Financial Group (KB) stake by 165% in Q2 2026, buying an estimated $638K and bringing the position to 9,693 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #225.

Venturi Wealth Management first reported a position in KB in Q2 2024 and has held it in 6 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Venturi Wealth Management held 9,693 shares of KB Financial Group worth $1.02M as of Q2 2026.
  • Venturi Wealth Management bought 6,036 KB Financial Group shares in Q2 2026, an estimated $638K.
  • KB Financial Group made up 0.04% of Venturi Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Venturi Wealth Management first reported a position in KB Financial Group in Q2 2024 and has held it in 6 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.