Whittier Trust’s KB Financial Group KB Stock Holding History

Whittier Trust’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	–	Sell	-233	Closed	-$19.2K	–	1509
2025 Q2	$19.2K	Buy	+233	New	+$15.8K	﹤0.01%	1119

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

Whittier Trust's KB Position: Q3 2025 in Review

Whittier Trust sold out of KB Financial Group (KB) in Q3 2025, closing a stake of 233 shares — an estimated $19.2K sold.

Whittier Trust first reported a position in KB in Q2 2025 and held it in 1 quarter. The position peaked at $19.2K in Q2 2025. 270 funds tracked by Wall St. Rank hold KB as of Q3 2025.

Whittier Trust reported no remaining KB Financial Group position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 233 KB Financial Group shares in Q3 2025, an estimated $19.2K.
Whittier Trust first reported a position in KB Financial Group in Q2 2025 and held it in 1 quarter.
Whittier Trust's KB Financial Group position peaked at $19.2K in Q2 2025.
270 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.