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RAFFA WEALTH MANAGEMENT, LLC’s KB Financial Group KB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$16.7K Buy
159
+101
+174% +$10.7K ﹤0.01% 324
2026
Q1 		$5.78K Hold
58
– – ﹤0.01% 500
2025
Q4 		$4.99K Buy
58
+22
+61% +$1.85K ﹤0.01% 519
2025
Q3 		$2.98K Buy
36
+14
+64% +$1.15K ﹤0.01% 607
2025
Q2 		$1.82K Hold
22
– – ﹤0.01% 712
2025
Q1 		$1.19K Sell
22
-17
-44% -$982 ﹤0.01% 778
2024
Q4 		$2.22K Hold
39
– – ﹤0.01% 642
2024
Q3 		$2.41K Hold
39
– – ﹤0.01% 589
2024
Q2 		$2.21K Sell
39
-40
-51% -$2.17K ﹤0.01% 694
2024
Q1 		$4.11K Buy
79
+31
+65% +$1.46K ﹤0.01% 538
2023
Q4 		$1.99K Hold
48
– – ﹤0.01% 621
2023
Q3 		$1.97K Hold
48
– – ﹤0.01% 585
2023
Q2 		$1.75K Hold
48
– – ﹤0.01% 648
2023
Q1 		$1.75K Hold
48
– – ﹤0.01% 644
2022
Q4 		$1.86K Hold
48
– – ﹤0.01% 618
2022
Q3 		$1.45K Hold
48
– – ﹤0.01% 691
2022
Q2 		$1.79K Hold
48
– – ﹤0.01% 639
2022
Q1 		$2.34K Hold
48
– – ﹤0.01% 599
2021
Q4 		$2.22K Hold
48
– – ﹤0.01% 629
2021
Q3 		$2.23K Hold
48
– – ﹤0.01% 584
2021
Q2 		$2.37K Sell
48
-16
-25% -$799 ﹤0.01% 578
2021
Q1 		$3.16K Buy
+64
New +$2.66K ﹤0.01% 515

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
GI
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 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

RAFFA WEALTH MANAGEMENT, LLC's KB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its KB Financial Group (KB) stake by 174% in Q2 2026, buying an estimated $10.7K and bringing the position to 159 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in KB in Q1 2021 and has held it in 22 quarters since. 95 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 159 shares of KB Financial Group worth $16.7K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 101 KB Financial Group shares in Q2 2026, an estimated $10.7K.
  • KB Financial Group made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #324 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in KB Financial Group in Q1 2021 and has held it in 22 quarters since.
  • 95 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.