CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
KB holding history
KB Financial Group Inc. in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
KB overviewAll 13F holders of KBFull Q2 2026 holdings
- Shares (Q2 2026)
- 956
- Value
- $100.3K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 956 | $100.3K | <0.1% | −38−3.8% | Reduced | Holders |
| Q1 2026 | 994 | $99.1K | <0.1% | +14+1.4% | Added | Holders |
| Q4 2025 | 980 | $84.3K | <0.1% | +980 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −15,653−100.0% | Sold out | Holders |
| Q3 2023 | 15,653 | $643.5K | 0.1% | −678−4.2% | Reduced | Holders |
| Q2 2023 | 16,331 | $594.4K | 0.1% | +16,331 | New | Holders |