Institutional Ownership Kb Financial Group Inc. (KB)
This table provides information about the institutional ownership of Kb Financial Group Inc. (KB). We have compiled data on the 299 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
59
shares
|
$4,918
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
57
shares
|
$4,751
0.0% of portfolio
|
Q2 2025
Added 128.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
54
shares
|
$4,501
0.0% of portfolio
|
Q4 2023
Added 1.89%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
53
shares
|
$4,418
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
50
shares
|
$4,168
0.0% of portfolio
|
Q2 2025
Reduced 91.13%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
39
shares
|
$3,251
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
29
shares
|
$2,417
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
20
shares
|
$1,667
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
19
shares
|
$1,583
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
14
shares
|
$1,167
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
10
shares
|
$833
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
6
shares
|
$500
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
6
shares
|
$500
0.0% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
4
shares
|
$333
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
4
shares
|
$333
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|