Position in KB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$867,494
+$179,058 QoQ
Shares Held
8,265
+19.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#22
of 72 holders
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BSW Wealth Partners holds $7,701,840 across 14 Banks - Regional names. KB ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIB |
Grupo Cibest S.A.
|
12,304 | $977,306 | |
| 2 | IBN |
Icici Bank Ltd
|
33,533 | $973,462 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,542 | $872,111 | |
| 4 | KB |
KB Financial Group Inc.
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|
8,265 | $867,494 | |
| 5 | USB |
US Bancorp \De\
|
13,465 | $813,286 | |
| 6 | WF |
Woori Financial Group Inc.
|
11,640 | $668,136 | |
| 7 | TFC |
Truist Financial Corp
|
11,011 | $548,568 | |
| 8 | FNB |
Fnb Corp/Pa/
|
20,165 | $384,748 |
All Filings in KB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,494 | 8,265 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $688,436 | 6,903 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $393,202 | 4,570 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $365,881 | 4,413 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $298,232 | 3,611 | Shares | Sole | 2025-07-18 | |
| 2022-12-31 | $251,290 | 6,500 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $255,771 | 5,238 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $268,685 | 5,450 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $252,686 | 5,112 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||