Compound Planning, Inc.

Position in KB — KB Financial Group Inc.

CIK 1978879 NEW YORK, NY

Position in KB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,292,499

+$213,731 QoQ

Shares Held

12,960

+3.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Compound Planning, Inc. holds $23,641,860 across 32 Banks - Regional names. KB ranks #5 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LYG	Lloyds Banking Group plc	504,501	$2,537,639
2	MFG	Mizuho Financial Group Inc	214,449	$1,702,724
3	PNC	Pnc Financial Services Group, Inc.	7,972	$1,658,893
4	USB	US Bancorp De	25,674	$1,335,303
5	KB	KB Financial Group Inc. This page	12,960	$1,292,499
6	TFC	Truist Financial Corp	24,880	$1,143,733
7	DB	Deutsche Bank Aktiengesellschaft	35,015	$1,042,746
8	SHG	Shinhan Financial Group Co Ltd	16,820	$1,031,401

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,292,499	12,960	+3.4%	Shares	Other	2026-05-14
2025-12-31	$1,078,768	12,538	+4.2%	Shares	Defined	2026-02-19
2025-09-30	$997,407	12,030	+6.4%	Shares	Sole	2025-11-10
2025-06-30	$934,092	11,310	+27.6%	Shares	Sole	2025-08-14
2025-03-31	$479,522	8,862	-16.7%	Shares	Sole	2025-05-14
2024-12-31	$605,472	10,641	-7.7%	Shares	Sole	2025-01-17
2024-09-30	$711,607	11,524	+19.1%	Shares	Sole	2024-10-08
2024-06-30	$547,531	9,672	+10.9%	Shares	Sole	2024-07-26
2024-03-31	$453,998	8,719	+7.7%	Shares	Sole	2024-05-07
2023-12-31	$334,848	8,094	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.