Virtus Family Office’s KB Financial Group KB Stock Holding History

Virtus Family Office’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
2025 Q4	–	Sell	-2,886	Closed	-$239K	–	65
2025 Q3	$239K	Sell	2,886 -16,733	-85%	-$1.37M	0.22%	51
2025 Q2	$1.62M	Buy	19,619 +3,083	+19%	+$208K	2.08%	16
2025 Q1	$904K	Buy	16,536 +867	+6%	+$50.1K	1.16%	30
2024 Q4	$892K	Buy	15,669 +6,524	+71%	+$421K	1.12%	31
2024 Q3	$565K	Hold	9,145	–	–	0.75%	36
2024 Q2	$518K	Buy	9,145 +3,591	+65%	+$195K	0.7%	35
2024 Q1	$295K	Hold	5,554	–	–	0.47%	31
2023 Q4	$230K	Sell	5,554 -3,716	-40%	-$150K	0.38%	38
2023 Q3	$381K	Hold	9,270	–	–	0.69%	31
2023 Q2	$337K	Buy	+9,270	New	+$342K	0.63%	37

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Virtus Family Office's KB Position: Q4 2025 in Review

Virtus Family Office sold out of KB Financial Group (KB) in Q4 2025, closing a stake of 2,886 shares — an estimated $239K sold.

Virtus Family Office first reported a position in KB in Q2 2023 and held it in 10 quarters. The position peaked at $1.62M in Q2 2025. 297 funds tracked by Wall St. Rank hold KB as of Q4 2025.

Virtus Family Office reported no remaining KB Financial Group position as of Q4 2025 after selling out during the quarter.
Virtus Family Office sold 2,886 KB Financial Group shares in Q4 2025, an estimated $239K.
Virtus Family Office first reported a position in KB Financial Group in Q2 2023 and held it in 10 quarters.
Virtus Family Office's KB Financial Group position peaked at $1.62M in Q2 2025.
297 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2025.

Based on Virtus Family Office's 13F filing for Q4 2025, filed 3 Feb 2026.