Position in KB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$924,802
+$299,595 QoQ
Shares Held
8,811
+40.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#156
of 365 holders
Holding Since
Jun 2021
20 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, 2026West Family Investments, Inc. holds $13,716,937 across 29 Banks - Regional names. KB ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
45,820 | $1,330,154 | |
| 2 | KB |
KB Financial Group Inc.
This page
|
8,811 | $924,802 | |
| 3 | EWBC |
East West Bancorp Inc
|
6,242 | $805,779 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
12,364 | $782,023 | |
| 5 | WF |
Woori Financial Group Inc.
|
12,565 | $721,231 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
71,823 | $688,064 | |
| 7 | FNB |
Fnb Corp/Pa/
|
33,341 | $636,146 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2,489 | $612,841 |
All Filings in KB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $924,802 | 8,811 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $625,207 | 6,269 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $930,522 | 10,815 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $967,891 | 11,674 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $948,628 | 11,486 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $515,073 | 9,519 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $541,631 | 9,519 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $666,406 | 10,792 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $607,651 | 10,734 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $558,919 | 10,734 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $444,065 | 10,734 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $441,274 | 10,734 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $390,717 | 10,734 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $502,814 | 13,806 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $533,739 | 13,806 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $354,868 | 11,774 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $467,010 | 9,564 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $294,685 | 6,384 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $612,612 | 13,200 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $774,601 | 15,712 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||