NewEdge Wealth, LLC

Position in KB — KB Financial Group Inc.

CIK 1861796 STAMFORD, CT

Position in KB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$7,679,083

+$1,128,418 QoQ

Shares Held

73,162

+11.4% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#48

of 362 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

NewEdge Wealth, LLC holds $126,755,942 across 30 Banks - Regional names. KB ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	1,367,213	$77,069,796
2	NWG	NatWest Group plc	435,673	$7,680,914
3	KB	KB Financial Group Inc. This page	73,162	$7,679,083
4	PNC	Pnc Financial Services Group, Inc.	29,669	$7,305,101
5	SHG	Shinhan Financial Group Co Ltd	109,575	$6,930,618
6	LYG	Lloyds Banking Group plc	423,223	$2,467,390
7	FHB	First Hawaiian, Inc.	83,192	$2,437,525
8	USB	US Bancorp \De\	31,931	$1,928,632

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,679,083	73,162	+11.4%	Shares	Sole	2026-08-10
2026-03-31	$6,550,665	65,684	-17.6%	Shares	Sole	2026-05-13
2025-12-31	$6,854,892	79,671	+4.8%	Shares	Sole	2026-02-03
2025-09-30	$6,305,305	76,050	+12.3%	Shares	Sole	2025-11-07
2025-06-30	$5,591,260	67,699	+1.3%	Shares	Sole	2025-08-11
2025-03-31	$3,615,197	66,812	+14.5%	Shares	Sole	2025-05-09
2024-12-31	$3,320,171	58,351	+3.2%	Shares	Sole	2025-02-05
2024-09-30	$3,491,653	56,545	+15.3%	Shares	Sole	2024-11-12
2024-06-30	$2,775,588	49,030	+6.5%	Shares	Sole	2024-08-02
2024-03-31	$2,397,615	46,046	+47.2%	Shares	Sole	2024-05-06
2023-12-31	$1,294,177	31,283	—	Shares	Sole	2024-01-29
No filing history on record for this holder in this stock.