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Wealth Alliance’s KB Financial Group KB Stock Holding History

Wealth Alliance’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 		$205K Buy
+1,952
New +$206K 0.02% 551
2025
Q4 		– Sell
-2,425
Closed -$201K – 576
2025
Q3 		$201K Sell
2,425
-174
-7% -$14.3K 0.02% 537
2025
Q2 		$215K Buy
+2,599
New +$176K 0.02% 505

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

Wealth Alliance's KB Position: Q2 2026 in Review

Wealth Alliance opened a new position in KB Financial Group (KB) in Q2 2026: 1,952 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #551 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in KB as recently as Q3 2025.

Wealth Alliance first reported a position in KB in Q2 2025 and has held it in 3 quarters since. The position peaked at $215K in Q2 2025. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Wealth Alliance held 1,952 shares of KB Financial Group worth $205K as of Q2 2026.
  • KB Financial Group was a new Wealth Alliance position in Q2 2026.
  • KB Financial Group made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #551 holding.
  • Wealth Alliance first reported a position in KB Financial Group in Q2 2025 and has held it in 3 quarters since.
  • Wealth Alliance's KB Financial Group position peaked at $215K in Q2 2025.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.