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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
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Waverly Advisors's KB Position: Q1 2026 in Review

Waverly Advisors increased its KB Financial Group (KB) stake by 15% in Q1 2026, buying an estimated $39.1K and bringing the position to 3,059 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Waverly Advisors first reported a position in KB in Q1 2025 and has held it in 5 quarters since. The position peaked at $419K in Q2 2025. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Waverly Advisors held 3,059 shares of KB Financial Group worth $305K as of Q1 2026.
  • Waverly Advisors bought 389 KB Financial Group shares in Q1 2026, an estimated $39.1K.
  • KB Financial Group made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1293 holding.
  • Waverly Advisors first reported a position in KB Financial Group in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's KB Financial Group position peaked at $419K in Q2 2025.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.