TRED AVON FAMILY WEALTH, LLC

Position in KB — KB Financial Group Inc.

CIK 2094435 EASTON, MD

Position in KB

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

Position Value

$847,552

+$22,287 QoQ

Shares Held

8,075

-2.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#162

of 362 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRED AVON FAMILY WEALTH, LLC holds $3,923,362 across 4 Banks - Regional names. KB ranks #3 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHBI	Shore Bancshares Inc	62,243	$1,428,476
2	COLB	Columbia Banking System, Inc.	31,968	$1,024,574
3	KB	KB Financial Group Inc. This page	8,075	$847,552
4	AUB	Atlantic Union Bankshares Corp	14,719	$622,760

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$847,552	8,075	-2.4%	Shares	Sole	2026-08-10
2026-03-31	$825,265	8,275	-13.0%	Shares	Sole	2026-04-22
2025-12-31	$818,240	9,510	-14.6%	Shares	Sole	2026-01-27
2025-09-30	$922,788	11,130	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.