WFI
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West Family Investments’s KB Financial Group KB Stock Holding History

West Family Investments’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 		$925K Buy
8,811
+2,542
+41% +$269K 0.27% 64
2026
Q1 		$625K Sell
6,269
-4,546
-42% -$456K 0.22% 85
2025
Q4 		$931K Sell
10,815
-859
-7% -$72.4K 0.22% 90
2025
Q3 		$968K Buy
11,674
+188
+2% +$15.4K 0.22% 98
2025
Q2 		$949K Buy
11,486
+1,967
+21% +$133K 0.25% 81
2025
Q1 		$515K Hold
9,519
– – 0.19% 105
2024
Q4 		$542K Sell
9,519
-1,273
-12% -$82.2K 0.19% 109
2024
Q3 		$666K Buy
10,792
+58
+0.5% +$3.6K 0.23% 87
2024
Q2 		$608K Hold
10,734
– – 0.18% 92
2024
Q1 		$559K Hold
10,734
– – 0.17% 105
2023
Q4 		$444K Hold
10,734
– – 0.15% 107
2023
Q3 		$441K Hold
10,734
– – 0.15% 105
2023
Q2 		$391K Sell
10,734
-3,072
-22% -$113K 0.15% 122
2023
Q1 		$503K Hold
13,806
– – 0.2% 88
2022
Q4 		$534K Buy
13,806
+2,032
+17% +$73.4K 0.18% 98
2022
Q3 		$355K Buy
+11,774
New +$426K 0.15% 133
2022
Q2 		– Sell
-9,564
Closed -$467K – 278
2022
Q1 		$467K Buy
9,564
+3,180
+50% +$157K 0.13% 125
2021
Q4 		$295K Sell
6,384
-6,816
-52% -$324K 0.08% 209
2021
Q3 		$613K Sell
13,200
-2,512
-16% -$114K 0.16% 118
2021
Q2 		$775K Buy
+15,712
New +$784K 0.21% 79

Other funds holding KB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

West Family Investments's KB Position: Q2 2026 in Review

West Family Investments increased its KB Financial Group (KB) stake by 41% in Q2 2026, buying an estimated $269K and bringing the position to 8,811 shares worth $925K. The position accounts for 0.27% of the portfolio, ranked #64.

West Family Investments first reported a position in KB in Q2 2021 and has held it in 20 quarters since. The position peaked at $968K in Q3 2025. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • West Family Investments held 8,811 shares of KB Financial Group worth $925K as of Q2 2026.
  • West Family Investments bought 2,542 KB Financial Group shares in Q2 2026, an estimated $269K.
  • KB Financial Group made up 0.27% of West Family Investments's portfolio in Q2 2026, its #64 holding.
  • West Family Investments first reported a position in KB Financial Group in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's KB Financial Group position peaked at $968K in Q3 2025.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.