Position in KB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$47,571
+$15,823 QoQ
Shares Held
477
+29.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 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 Mar 31, 2026Bell Investment Advisors, Inc holds $745,066 across 76 Banks - Regional names. KB ranks #2 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
610 | $126,934 | |
| 2 | KB |
KB Financial Group Inc.
This page
|
477 | $47,571 | |
| 3 | IBN |
Icici Bank Ltd
|
1,811 | $46,904 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
747 | $45,806 | |
| 5 | WF |
Woori Financial Group Inc.
|
675 | $44,955 | |
| 6 | HDB |
Hdfc Bank Ltd
|
1,386 | $34,483 | |
| 7 | RF |
Regions Financial Corp
|
1,286 | $33,590 | |
| 8 | USB |
US Bancorp De
|
416 | $21,636 |
All Filings in KB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,571 | 477 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $31,748 | 369 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $19,400 | 234 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $23,290 | 282 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $16,178 | 299 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $17,013 | 299 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $20,192 | 327 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $18,511 | 327 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $14,058 | 270 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $11,252 | 272 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,305 | 275 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,228 | 281 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,135 | 141 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,239 | 239 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,655 | 254 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,039 | 243 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $16,756 | 363 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,446 | 182 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||