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Wealth Preservation Advisors’s KB Financial Group KB Stock Holding History

Wealth Preservation 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 		– Sell
-28
Closed -$2.41K – 1117
2025
Q4 		$2.41K Hold
28
– – ﹤0.01% 491
2025
Q3 		$2.32K Sell
28
-1
-3% -$82 ﹤0.01% 476
2025
Q2 		$2.4K Buy
+29
New +$1.96K ﹤0.01% 463

Other funds holding KB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Wealth Preservation Advisors's KB Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of KB Financial Group (KB) in Q1 2026, closing a stake of 28 shares — an estimated $2.41K sold.

Wealth Preservation Advisors first reported a position in KB in Q2 2025 and held it in 3 quarters. The position peaked at $2.41K in Q4 2025. 338 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining KB Financial Group position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 28 KB Financial Group shares in Q1 2026, an estimated $2.41K.
  • Wealth Preservation Advisors first reported a position in KB Financial Group in Q2 2025 and held it in 3 quarters.
  • Wealth Preservation Advisors's KB Financial Group position peaked at $2.41K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

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