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Blue Trust Inc’s Woori Financial WF Stock Holding History

Blue Trust Inc’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 		$238K Sell
4,141
-9,314
-69% -$604K ﹤0.01% 732
2026
Q1 		$896K Sell
13,455
-1,564
-10% -$105K 0.01% 315
2025
Q4 		$883K Sell
15,019
-1,102
-7% -$61.4K 0.01% 314
2025
Q3 		$905K Buy
16,121
+4,572
+40% +$249K 0.01% 330
2025
Q2 		$574K Buy
11,549
+2,695
+30% +$107K 0.01% 406
2025
Q1 		$296K Sell
8,854
-2,074
-19% -$69.2K ﹤0.01% 571
2024
Q4 		$342K Sell
10,928
-25,203
-70% -$869K ﹤0.01% 496
2024
Q3 		$1.16M Buy
36,131
+25,275
+233% +$872K 0.02% 243
2024
Q2 		$352K Buy
10,856
+9,118
+525% +$285K ﹤0.01% 504
2024
Q1 		$56.4K Sell
1,738
-2,013
-54% -$64.5K ﹤0.01% 876
2023
Q4 		$103K Buy
3,751
+1,005
+37% +$28.9K ﹤0.01% 666
2023
Q3 		$74K Buy
2,746
+1,463
+114% +$39.5K ﹤0.01% 717
2023
Q2 		$34K Sell
1,283
-3,535
-73% -$95.4K ﹤0.01% 843
2023
Q1 		$132K Buy
4,818
+412
+9% +$11.8K ﹤0.01% 679
2022
Q4 		$98K Buy
4,406
+2,371
+117% +$63.3K ﹤0.01% 676
2022
Q3 		$57K Buy
2,035
+1,608
+377% +$42.3K ﹤0.01% 709
2022
Q2 		$16K Buy
+427
New +$15K ﹤0.01% 1051

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

Blue Trust Inc's WF Position: Q2 2026 in Review

Blue Trust Inc reduced its Woori Financial (WF) stake by 69% in Q2 2026, selling an estimated $604K and leaving 4,141 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Blue Trust Inc first reported a position in WF in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.16M in Q3 2024. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Blue Trust Inc held 4,141 shares of Woori Financial worth $238K as of Q2 2026.
  • Blue Trust Inc sold 9,314 Woori Financial shares in Q2 2026, an estimated $604K.
  • Woori Financial made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #732 holding.
  • Blue Trust Inc first reported a position in Woori Financial in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Woori Financial position peaked at $1.16M in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.