Center for Financial Planning’s Korea Fund KF Stock Holding History

Center for Financial Planning’s Portfolio KF Stock Details KF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.6K	Hold	500	–	–	﹤0.01%	362
2026 Q1	$22.4K	Hold	500	–	–	﹤0.01%	402
2025 Q4	$18.2K	Hold	500	–	–	﹤0.01%	424
2025 Q3	$15.3K	Hold	500	–	–	﹤0.01%	452
2025 Q2	$13.5K	Hold	500	–	–	﹤0.01%	434
2025 Q1	$9.98K	Hold	500	–	–	﹤0.01%	472
2024 Q4	$9.22K	Hold	500	–	–	﹤0.01%	429
2024 Q3	$11.4K	Hold	500	–	–	﹤0.01%	388
2024 Q2	$12.1K	Hold	500	–	–	﹤0.01%	373
2024 Q1	$12.7K	Hold	500	–	–	﹤0.01%	377
2023 Q4	$11.7K	Hold	500	–	–	﹤0.01%	350
2023 Q3	$10.5K	Hold	500	–	–	﹤0.01%	353
2023 Q2	$11.6K	Hold	500	–	–	﹤0.01%	367
2023 Q1	$11K	Hold	500	–	–	﹤0.01%	350
2022 Q4	$10.4K	Hold	500	–	–	﹤0.01%	355
2022 Q3	$10K	Hold	500	–	–	﹤0.01%	358
2022 Q2	$12K	Hold	500	–	–	﹤0.01%	341
2022 Q1	$15K	Hold	500	–	–	﹤0.01%	337
2021 Q4	$17K	Hold	500	–	–	﹤0.01%	327
2021 Q3	$20K	Hold	500	–	–	﹤0.01%	305
2021 Q2	$23K	Hold	500	–	–	0.01%	295
2021 Q1	$22K	Buy	+500	New	+$21.6K	0.01%	300

Other funds holding KF

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Center for Financial Planning's KF Position: Q2 2026 in Review

Center for Financial Planning held its Korea Fund (KF) position steady in Q2 2026 at 500 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Center for Financial Planning first reported a position in KF in Q1 2021 and has held it in 22 quarters since. 10 funds tracked by Wall St. Rank hold KF as of Q2 2026.

Center for Financial Planning held 500 shares of Korea Fund worth $37.6K as of Q2 2026.
Center for Financial Planning left its Korea Fund share count unchanged in Q2 2026.
Korea Fund made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #362 holding.
Center for Financial Planning first reported a position in Korea Fund in Q1 2021 and has held it in 22 quarters since.
10 funds tracked by Wall St. Rank held Korea Fund as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.