Vontobel Holding
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Vontobel Holding’s KB Financial Group KB Stock Holding History

Vontobel Holding’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
Q3 		$1.29M Sell
10,480
-1,090
-9% -$133K ﹤0.01% 744
2026
Q2 		$1.21M Buy
11,570
+2,629
+29% +$278K ﹤0.01% 762
2026
Q1 		$892K Sell
8,941
-6,400
-42% -$643K ﹤0.01% 681
2025
Q4 		$1.32M Buy
15,341
+7,103
+86% +$598K ﹤0.01% 684
2025
Q3 		$683K Buy
8,238
+5,678
+222% +$466K ﹤0.01% 841
2025
Q2 		$211K Buy
+2,560
New +$173K ﹤0.01% 1154

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Vontobel Holding's KB Position: Q3 2026 in Review

Vontobel Holding reduced its KB Financial Group (KB) stake by 9.4% in Q3 2026, selling an estimated $133K and leaving 10,480 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Vontobel Holding first reported a position in KB in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.32M in Q4 2025. 178 funds tracked by Wall St. Rank hold KB as of Q3 2026.

  • Vontobel Holding held 10,480 shares of KB Financial Group worth $1.29M as of Q3 2026.
  • Vontobel Holding sold 1,090 KB Financial Group shares in Q3 2026, an estimated $133K.
  • KB Financial Group made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #744 holding.
  • Vontobel Holding first reported a position in KB Financial Group in Q2 2025 and has held it in 6 quarters since.
  • Vontobel Holding's KB Financial Group position peaked at $1.32M in Q4 2025.
  • 178 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.