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Ballentine Partners’s Woori Financial WF Stock Holding History

Ballentine Partners’s Portfolio WF Stock Details WF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.75M Buy
47,957
+9,629
+25% +$625K 0.03% 168
2026
Q1 		$2.55M Buy
38,328
+208
+0.5% +$14K 0.04% 169
2025
Q4 		$2.24M Sell
38,120
-282
-0.7% -$15.7K 0.03% 180
2025
Q3 		$2.16M Sell
38,402
-2,592
-6% -$141K 0.03% 182
2025
Q2 		$2.04M Buy
40,994
+7,795
+23% +$308K 0.03% 192
2025
Q1 		$1.11M Buy
33,199
+4,091
+14% +$137K 0.02% 273
2024
Q4 		$910K Sell
29,108
-689
-2% -$23.8K 0.02% 308
2024
Q3 		$1.06M Buy
29,797
+3,744
+14% +$129K 0.02% 267
2024
Q2 		$835K Sell
26,053
-4,426
-15% -$138K 0.02% 299
2024
Q1 		$988K Buy
30,479
+9,279
+44% +$297K 0.02% 252
2023
Q4 		$641K Buy
21,200
+3,843
+22% +$111K 0.01% 315
2023
Q3 		$476K Buy
17,357
+3,632
+26% +$98K 0.01% 329
2023
Q2 		$370K Buy
13,725
+6,046
+79% +$163K 0.01% 390
2023
Q1 		$202K Buy
+7,679
New +$220K 0.01% 526
2022
Q2 		– Sell
-5,570
Closed -$210K – 488
2022
Q1 		$210K Buy
+5,570
New +$201K 0.01% 425

Other funds holding WF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

Ballentine Partners's WF Position: Q2 2026 in Review

Ballentine Partners increased its Woori Financial (WF) stake by 25% in Q2 2026, buying an estimated $625K and bringing the position to 47,957 shares worth $2.75M. The position accounts for 0.03% of the portfolio, ranked #168.

Ballentine Partners first reported a position in WF in Q1 2022 and has held it in 15 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Ballentine Partners held 47,957 shares of Woori Financial worth $2.75M as of Q2 2026.
  • Ballentine Partners bought 9,629 Woori Financial shares in Q2 2026, an estimated $625K.
  • Woori Financial made up 0.03% of Ballentine Partners's portfolio in Q2 2026, its #168 holding.
  • Ballentine Partners first reported a position in Woori Financial in Q1 2022 and has held it in 15 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.