Position in KB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$221,990
+$16,547 QoQ
Shares Held
2,115
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#259
of 361 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026Athena Wealth Management, LLC holds $332,129 across 2 Banks - Regional names. KB ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KB |
KB Financial Group Inc.
This page
|
2,115 | $221,990 | |
| 2 | ITUB |
Itau Unibanco Holding S.A.
|
13,481 | $110,139 |
All Filings in KB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,990 | 2,115 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $205,443 | 2,060 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||