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KB Financial shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of KB Financial (KB) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in KB Financial

Tip: Access up to 7 years of quarterly data

All positions including KB Financial held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in KB Financial by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $431k 5.2k 82.61
2025-03-31 $558k 10k 54.11
2024-12-31 $696k 12k 56.90
2024-09-30 $803k 13k 61.75
2024-03-31 $248k 4.8k 52.07

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View all positions for Congress Wealth Management LLC / DE /

Top funds holding KB Financial

Dimensional Fund Advisors
BlackRock
Lazard Asset Management
Morgan Stanley
Northern Trust
Arrowstreet Capital, Limited Partnership
American Century Companies
Capital Research and Management Company - Division 3
Connor, Clark & Lunn Investment Management
Todd-Veredus Asset Management
Orbis Allan Gray
Teachers Retirement System Of The State Of Kentucky
Vanguard Group
Hsbc Holdings
Royal Bank of Canada

View all funds holding KB Financial