Position in KB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$625,207
-$305,315 QoQ
Shares Held
6,269
-42.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 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 Mar 31, 2026West Family Investments, Inc. holds $4,526,059 across 10 Banks - Regional names. KB ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
45,580 | $1,180,522 | |
| 2 | KB |
KB Financial Group Inc.
This page
|
6,269 | $625,207 | |
| 3 | WF |
Woori Financial Group Inc.
|
9,186 | $611,787 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
8,515 | $522,139 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
55,655 | $441,900 | |
| 6 | HDB |
Hdfc Bank Ltd
|
12,924 | $321,549 | |
| 7 | USB |
US Bancorp \De\
|
5,327 | $277,057 | |
| 8 | TFC |
Truist Financial Corp
|
5,256 | $241,618 |
All Filings in KB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2021-10-25 | |
| 2021-06-30 | $774,601 | 15,712 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||