WIM
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Westside Investment Management’s KB Financial Group KB Stock Holding History

Westside Investment Management’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 		$80.8K Hold
770
– – 0.01% 475
2026
Q1 		$76.7K Hold
770
– – 0.01% 464
2025
Q4 		$66.4K Hold
770
– – 0.01% 475
2025
Q3 		$64.3K Buy
770
+385
+100% +$31.6K 0.01% 484
2025
Q2 		$31.9K Buy
+385
New +$26K 0.01% 546

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
CBU
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
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Westside Investment Management's KB Position: Q2 2026 in Review

Westside Investment Management held its KB Financial Group (KB) position steady in Q2 2026 at 770 shares worth $80.8K. The position accounts for 0.01% of the portfolio, ranked #475.

Westside Investment Management first reported a position in KB in Q2 2025 and has held it in 5 quarters since. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • Westside Investment Management held 770 shares of KB Financial Group worth $80.8K as of Q2 2026.
  • Westside Investment Management left its KB Financial Group share count unchanged in Q2 2026.
  • KB Financial Group made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #475 holding.
  • Westside Investment Management first reported a position in KB Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.