Wealth Enhancement Advisory Services
KB icon

Wealth Enhancement Advisory Services’s KB Financial Group KB Stock Holding History

Wealth Enhancement Advisory Services’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 		$953K Buy
7,736
+1,148
+17% +$121K ﹤0.01% 2107
2026
Q1 		$656K Sell
6,588
-21,281
-76% -$2.14M ﹤0.01% 2119
2025
Q4 		$2.43M Buy
27,869
+739
+3% +$62.3K ﹤0.01% 1410
2025
Q3 		$2.22M Buy
27,130
+1,077
+4% +$88.3K ﹤0.01% 1376
2025
Q2 		$2.23M Sell
26,053
-295
-1% -$19.9K ﹤0.01% 1305
2025
Q1 		$1.43M Buy
26,348
+2,135
+9% +$123K ﹤0.01% 1417
2024
Q4 		$1.38M Buy
24,213
+1,050
+5% +$67.8K ﹤0.01% 1374
2024
Q3 		$1.43M Buy
23,163
+18,645
+413% +$1.16M ﹤0.01% 1217
2024
Q2 		$256K Buy
+4,518
New +$246K ﹤0.01% 2100

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
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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services's KB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its KB Financial Group (KB) stake by 17% in Q2 2026, buying an estimated $121K and bringing the position to 7,736 shares worth $953K. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

Wealth Enhancement Advisory Services first reported a position in KB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.43M in Q4 2025. 44 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,736 shares of KB Financial Group worth $953K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,148 KB Financial Group shares in Q2 2026, an estimated $121K.
  • KB Financial Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2107 holding.
  • Wealth Enhancement Advisory Services first reported a position in KB Financial Group in Q2 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's KB Financial Group position peaked at $2.43M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.