O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in KB — KB Financial Group Inc.
CIK 1423442
Stamford, CT
Position in KB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,926,012
+$2,327,444 QoQ
Shares Held
170,789
+9.2% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#25
of 362 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $572,342,400 across 115 Banks - Regional names. KB ranks #9 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
323,058 | $76,891,034 | |
| 2 | TFC |
Truist Financial Corp
|
1,136,870 | $56,638,862 | |
| 3 | USB |
US Bancorp \De\
|
776,225 | $46,883,989 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
174,618 | $42,994,443 | |
| 5 | RF |
Regions Financial Corp
|
1,359,360 | $41,052,671 | |
| 6 | NWG |
NatWest Group plc
|
1,411,034 | $24,876,529 | |
| 7 | LYG |
Lloyds Banking Group plc
|
3,471,365 | $20,238,057 | |
| 8 | BPOP |
Popular, Inc.
|
115,493 | $18,961,640 |
All Filings in KB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,926,012 | 170,789 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,598,568 | 156,408 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $12,013,507 | 139,627 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $10,692,487 | 128,965 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,153,448 | 122,938 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,257,820 | 115,650 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,314,892 | 128,557 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,126,855 | 131,609 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,626,498 | 134,720 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,803,413 | 130,659 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $4,966,840 | 120,059 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $4,549,972 | 110,678 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $2,577,993 | 70,824 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,872,752 | 51,421 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,166,429 | 56,038 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,224,964 | 73,821 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,957,410 | 106,382 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,079,226 | 144,977 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,291,986 | 157,972 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $10,931,689 | 235,546 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $10,266,182 | 208,239 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $8,867,742 | 179,400 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,841,533 | 172,766 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,777,239 | 148,731 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,163,161 | 113,701 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,226,948 | 45,125 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||