KB — KB Financial Group Incorporate

Ownership history in ADVISORY RESEARCH INC  ·  26 quarters on record

This page tracks every 13F SEC filing in which ADVISORY RESEARCH INC reported a position in KB Financial Group Incorporate (KB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.98% (2024 Q1)
Avg. % of fund
0.83%
First filed
2017 Q3
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 122,024 +1,514 +1.3% 1.32% $10.5M $86.04
2025 Q3 ADDED 120,510 +22,745 +23.3% 1.31% $10.0M $82.91
2025 Q2 ADDED 97,765 +5,067 +5.5% 1.24% $8.1M $81.93
2025 Q1 REDUCED 92,698 -10,877 -10.5% 0.88% $5.0M $53.14
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    KB price (monthly, adj. close)

Other funds also holding KB

As of 2025 Q4 — sorted by position size

Promethos Capital, LLC 2.8% Ramirez Asset Management, Inc. 2.5% Henry James International Management Inc. 3Y 7Y 1.71% TODD ASSET MANAGEMENT LLC 3Y 7Y 0.93% Tuttle Capital Management, LLC 3Y 7Y 0.88% Gilman Hill Asset Management, LLC 3Y 7Y 0.86% Solstein Capital, LLC 3Y 7Y 0.52% Trinity Street Asset Management LLP 3Y 7Y 0.33% DGS Capital Management, LLC 3Y 0.32% DELTEC ASSET MANAGEMENT LLC 3Y 7Y 0.25%
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