Wealthstream Advisors’s KB Financial Group KB Stock Holding History

Wealthstream 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
2025 Q3	$205K	Buy	+2,477	New	+$203K	0.03%	181

Other funds holding KB

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Wealthstream Advisors's KB Position: Q3 2025 in Review

Wealthstream Advisors opened a new position in KB Financial Group (KB) in Q3 2025: 2,477 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #181 among its holdings.

270 funds tracked by Wall St. Rank hold KB as of Q3 2025.

Wealthstream Advisors held 2,477 shares of KB Financial Group worth $205K as of Q3 2025.
KB Financial Group was a new Wealthstream Advisors position in Q3 2025.
KB Financial Group made up 0.03% of Wealthstream Advisors's portfolio in Q3 2025, its #181 holding.
270 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.