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Waverly Advisors’s KB Financial Group KB Stock Holding History

Waverly 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 		$271K Sell
2,584
-475
-16% -$50.2K ﹤0.01% 1468
2026
Q1 		$305K Buy
3,059
+389
+15% +$39.1K ﹤0.01% 1293
2025
Q4 		$230K Sell
2,670
-2,366
-47% -$199K ﹤0.01% 1334
2025
Q3 		$418K Sell
5,036
-33
-0.7% -$2.71K ﹤0.01% 914
2025
Q2 		$419K Hold
5,069
– – ﹤0.01% 857
2025
Q1 		$274K Buy
+5,069
New +$293K ﹤0.01% 953

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

Waverly Advisors's KB Position: Q2 2026 in Review

Waverly Advisors reduced its KB Financial Group (KB) stake by 16% in Q2 2026, selling an estimated $50.2K and leaving 2,584 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Waverly Advisors first reported a position in KB in Q1 2025 and has held it in 6 quarters since. The position peaked at $419K in Q2 2025. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Waverly Advisors held 2,584 shares of KB Financial Group worth $271K as of Q2 2026.
  • Waverly Advisors sold 475 KB Financial Group shares in Q2 2026, an estimated $50.2K.
  • KB Financial Group made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1468 holding.
  • Waverly Advisors first reported a position in KB Financial Group in Q1 2025 and has held it in 6 quarters since.
  • Waverly Advisors's KB Financial Group position peaked at $419K in Q2 2025.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.