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BSW Wealth Partners’s Woori Financial WF Stock Holding History

BSW Wealth 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 		$668K Buy
11,640
+600
+5% +$38.9K 0.07% 148
2026
Q1 		$735K Sell
11,040
-194
-2% -$13.1K 0.09% 131
2025
Q4 		$660K Buy
11,234
+1,272
+13% +$70.9K 0.08% 147
2025
Q3 		$559K Buy
9,962
+1,118
+13% +$60.9K 0.07% 161
2025
Q2 		$440K Buy
8,844
+528
+6% +$20.9K 0.06% 184
2025
Q1 		$278K Sell
8,316
-262
-3% -$8.75K 0.04% 242
2024
Q4 		$268K Sell
8,578
-148
-2% -$5.1K 0.04% 250
2024
Q3 		$312K Sell
8,726
-456
-5% -$15.7K 0.05% 224
2024
Q2 		$294K Buy
9,182
+2
+0% +$63 0.05% 212
2024
Q1 		$298K Buy
9,180
+736
+9% +$23.6K 0.05% 223
2023
Q4 		$255K Buy
+8,444
New +$243K 0.05% 225
2023
Q3 		– Sell
-8,490
Closed -$229K – 289
2023
Q2 		$229K Buy
8,490
+97
+1% +$2.62K 0.05% 234
2023
Q1 		$221K Sell
8,393
-56
-0.7% -$1.6K 0.05% 281
2022
Q4 		$233K Buy
+8,449
New +$226K 0.05% 255

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

BSW Wealth Partners's WF Position: Q2 2026 in Review

BSW Wealth Partners increased its Woori Financial (WF) stake by 5.4% in Q2 2026, buying an estimated $38.9K and bringing the position to 11,640 shares worth $668K. The position accounts for 0.07% of the portfolio, ranked #148.

BSW Wealth Partners first reported a position in WF in Q4 2022 and has held it in 14 quarters since. The position peaked at $735K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • BSW Wealth Partners held 11,640 shares of Woori Financial worth $668K as of Q2 2026.
  • BSW Wealth Partners bought 600 Woori Financial shares in Q2 2026, an estimated $38.9K.
  • Woori Financial made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #148 holding.
  • BSW Wealth Partners first reported a position in Woori Financial in Q4 2022 and has held it in 14 quarters since.
  • BSW Wealth Partners's Woori Financial position peaked at $735K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.