Wellington Management Group
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Wellington Management Group’s KB Financial Group KB Stock Holding History

Wellington Management Group’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 		$7.46M Sell
74,770
-17,773
-19% -$1.78M ﹤0.01% 1321
2025
Q4 		$7.96M Sell
92,543
-2,236
-2% -$188K ﹤0.01% 1309
2025
Q3 		$7.86M Sell
94,779
-17,898
-16% -$1.47M ﹤0.01% 1323
2025
Q2 		$9.31M Sell
112,677
-536
-0.5% -$36.2K ﹤0.01% 1229
2025
Q1 		$6.13M Sell
113,213
-3,245
-3% -$187K ﹤0.01% 1328
2024
Q4 		$6.63M Sell
116,458
-13,573
-10% -$877K ﹤0.01% 1291
2024
Q3 		$8.03M Sell
130,031
-1,713
-1% -$106K ﹤0.01% 1226
2024
Q2 		$7.46M Sell
131,744
-33,216
-20% -$1.81M ﹤0.01% 1232
2024
Q1 		$8.59M Buy
164,960
+83,843
+103% +$3.96M ﹤0.01% 1183
2023
Q4 		$3.36M Sell
81,117
-1,368
-2% -$55.4K ﹤0.01% 1394
2023
Q3 		$3.39M Sell
82,485
-1,532
-2% -$60.7K ﹤0.01% 1374
2023
Q2 		$3.06M Sell
84,017
-5,872
-7% -$217K ﹤0.01% 1393
2023
Q1 		$3.27M Sell
89,889
-5,155
-5% -$213K ﹤0.01% 1386
2022
Q4 		$3.67M Sell
95,044
-35,711
-27% -$1.29M ﹤0.01% 1356
2022
Q3 		$3.94M Buy
130,755
+163
+0.1% +$5.89K ﹤0.01% 1346
2022
Q2 		$4.86M Buy
130,592
+7,399
+6% +$336K ﹤0.01% 1331
2022
Q1 		$6.02M Sell
123,193
-15,184
-11% -$750K ﹤0.01% 1349
2021
Q4 		$6.39M Buy
138,377
+11,290
+9% +$536K ﹤0.01% 1399
2021
Q3 		$5.9M Buy
127,087
+6,240
+5% +$282K ﹤0.01% 1454
2021
Q2 		$5.96M Buy
120,847
+3,744
+3% +$187K ﹤0.01% 1459
2021
Q1 		$5.79M Buy
117,103
+1,524
+1% +$63.4K ﹤0.01% 1391
2020
Q4 		$4.58M Buy
115,579
+4,168
+4% +$163K ﹤0.01% 1339
2020
Q3 		$3.58M Buy
111,411
+2,316
+2% +$71.7K ﹤0.01% 1325
2020
Q2 		$3.04M Buy
109,095
+103
+0.1% +$2.81K ﹤0.01% 1292
2020
Q1 		$2.96M Buy
108,992
+4,790
+5% +$162K ﹤0.01% 1300
2019
Q4 		$4.31M Sell
104,202
-3,307
-3% -$126K ﹤0.01% 1366
2019
Q3 		$3.84M Sell
107,509
-108,149
-50% -$3.81M ﹤0.01% 1410
2019
Q2 		$8.51M Sell
215,658
-2,332
-1% -$90.9K ﹤0.01% 1259
2019
Q1 		$8.08M Buy
217,990
+44,718
+26% +$1.79M ﹤0.01% 1261
2018
Q4 		$7.27M Buy
173,272
+20,000
+13% +$875K ﹤0.01% 1282
2018
Q3 		$7.4M Buy
153,272
+88,712
+137% +$4.14M ﹤0.01% 1368
2018
Q2 		$3M Buy
64,560
+2,949
+5% +$156K ﹤0.01% 1624
2018
Q1 		$3.57M Sell
61,611
-6,288
-9% -$377K ﹤0.01% 1589
2017
Q4 		$3.97M Sell
67,899
-2,719
-4% -$144K ﹤0.01% 1543
2017
Q3 		$3.46M Sell
70,618
-1,234
-2% -$61.5K ﹤0.01% 1582
2017
Q2 		$3.63M Sell
71,852
-11,898
-14% -$554K ﹤0.01% 1526
2017
Q1 		$3.68M Buy
83,750
+9,833
+13% +$405K ﹤0.01% 1548
2016
Q4 		$2.61M Sell
73,917
-12,419
-14% -$447K ﹤0.01% 1619
2016
Q3 		$2.95M Buy
86,336
+5,551
+7% +$182K ﹤0.01% 1567
2016
Q2 		$2.3M Buy
80,785
+2,698
+3% +$78.3K ﹤0.01% 1573
2016
Q1 		$2.15M Buy
78,087
+11,333
+17% +$289K ﹤0.01% 1582
2015
Q4 		$1.86M Buy
66,754
+29,051
+77% +$878K ﹤0.01% 1642
2015
Q3 		$1.11M Buy
37,703
+7,203
+24% +$218K ﹤0.01% 1806
2015
Q2 		$1M Sell
30,500
-152
-0.5% -$5.48K ﹤0.01% 1837
2015
Q1 		$1.08M Buy
30,652
+2,272
+8% +$77.5K ﹤0.01% 1839
2014
Q4 		$926K Buy
28,380
+439
+2% +$15.8K ﹤0.01% 1875
2014
Q3 		$1.01M Hold
27,941
– – ﹤0.01% 1823
2014
Q2 		$972K Buy
27,941
+13,841
+98% +$481K ﹤0.01% 1820
2014
Q1 		$496K Buy
+14,100
New +$499K ﹤0.01% 1983

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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Wellington Management Group's KB Position: Q1 2026 in Review

Wellington Management Group reduced its KB Financial Group (KB) stake by 19% in Q1 2026, selling an estimated $1.78M and leaving 74,770 shares worth $7.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Wellington Management Group first reported a position in KB in Q1 2014 and has held it in 49 quarters since. The position peaked at $9.31M in Q2 2025. 337 funds tracked by Wall St. Rank hold KB as of Q1 2026.

  • Wellington Management Group held 74,770 shares of KB Financial Group worth $7.46M as of Q1 2026.
  • Wellington Management Group sold 17,773 KB Financial Group shares in Q1 2026, an estimated $1.78M.
  • KB Financial Group made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1321 holding.
  • Wellington Management Group first reported a position in KB Financial Group in Q1 2014 and has held it in 49 quarters since.
  • Wellington Management Group's KB Financial Group position peaked at $9.31M in Q2 2025.
  • 337 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.