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Caprock Group’s Woori Financial WF Stock Holding History

Caprock Group’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 		$1.03M Buy
18,015
+6,647
+58% +$431K 0.02% 619
2026
Q1 		$774K Sell
11,368
-3,065
-21% -$206K 0.02% 616
2025
Q4 		$849K Buy
14,433
+2,726
+23% +$152K 0.02% 645
2025
Q3 		$635K Buy
+11,707
New +$638K 0.02% 720
2025
Q1 		$364K Sell
10,480
-4,745
-31% -$158K 0.01% 822
2024
Q4 		$476K Buy
15,225
+464
+3% +$16K 0.02% 635
2024
Q3 		$527K Buy
14,761
+41
+0.3% +$1.41K 0.02% 551
2024
Q2 		$472K Sell
14,720
-694
-5% -$21.7K 0.02% 549
2024
Q1 		$522K Buy
15,414
+173
+1% +$5.54K 0.03% 399
2023
Q4 		$461K Buy
15,241
+1,899
+14% +$54.6K 0.03% 415
2023
Q3 		$366K Sell
13,342
-137
-1% -$3.7K 0.03% 447
2023
Q2 		$363K Buy
13,479
+1,725
+15% +$46.5K 0.03% 455
2023
Q1 		$333K Buy
11,754
+1,041
+10% +$29.8K 0.03% 466
2022
Q4 		$295K Buy
10,713
+23
+0.2% +$614 0.03% 404
2022
Q3 		$239K Buy
10,690
+494
+5% +$13K 0.02% 467
2022
Q2 		$288K Sell
10,196
-484
-5% -$17K 0.03% 388
2022
Q1 		$402K Buy
10,680
+65
+0.6% +$2.35K 0.04% 344
2021
Q4 		$341K Sell
10,615
-15
-0.1% -$488 0.03% 384
2021
Q3 		$307K Buy
+10,630
New +$308K 0.03% 364

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

Caprock Group's WF Position: Q2 2026 in Review

Caprock Group increased its Woori Financial (WF) stake by 58% in Q2 2026, buying an estimated $431K and bringing the position to 18,015 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #619.

Caprock Group first reported a position in WF in Q3 2021 and has held it in 19 quarters since. 199 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Caprock Group held 18,015 shares of Woori Financial worth $1.03M as of Q2 2026.
  • Caprock Group bought 6,647 Woori Financial shares in Q2 2026, an estimated $431K.
  • Woori Financial made up 0.02% of Caprock Group's portfolio in Q2 2026, its #619 holding.
  • Caprock Group first reported a position in Woori Financial in Q3 2021 and has held it in 19 quarters since.
  • 199 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.