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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 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. 368 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.
368 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.