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Aprio Wealth Management, LLC → KB

Aprio Wealth Management, LLC KB Position History

KB Financial Group Inc. • Financial Services

Quarters held
5
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$832K
Q4 2025$878K
Q1 2026$999K
Q2 2026$1.1M
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M10.3K——
Q2 2026$1.1M10.1K——
Q1 2026$999K10.0K——
Q4 2025$878K10.2K——
Q3 2025$832K10.0K——

Other funds holding KB

Other Aprio Wealth Management, LLC positions

COF-PN

CAPITAL GROUP GROWTH ETF

$84.4M
NEE-PS

DIMENSIONAL ETF TRUST

$77.2M
NEE-PS

DIMENSIONAL ETF TRUST

$77.2M
NEE-PS

DIMENSIONAL ETF TRUST

$74.7M
NEE-PS

DIMENSIONAL ETF TRUST

$68.4M
COF-PN

CAPITAL GROUP CORE BALANCED

$65.6M
COF-PN

CAPITAL GROUP CORE BALANCED

$64.1M
COF-PN

CAPITAL GROUP CORE BALANCED

$64M
Aprio Wealth Management, LLC KB Holdings: 13F Position History | Track13F