CWM
KF

Chemistry Wealth Management’s Korea Fund KF Stock Holding History

Chemistry Wealth Management’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 		$425K Sell
5,654
-6,070
-52% -$391K 0.07% 141
2026
Q1 		$526K Sell
11,724
-313
-3% -$14.6K 0.09% 114
2025
Q4 		$437K Hold
12,037
– – 0.08% 126
2025
Q3 		$368K Hold
12,037
– – 0.07% 140
2025
Q2 		$324K Buy
12,037
+100
+0.8% +$2.22K 0.07% 140
2025
Q1 		$238K Buy
+11,937
New +$243K 0.06% 159

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
SO
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
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Chemistry Wealth Management's KF Position: Q2 2026 in Review

Chemistry Wealth Management reduced its Korea Fund (KF) stake by 52% in Q2 2026, selling an estimated $391K and leaving 5,654 shares worth $425K. The position accounts for 0.07% of the portfolio, ranked #141.

Chemistry Wealth Management first reported a position in KF in Q1 2025 and has held it in 6 quarters since. The position peaked at $526K in Q1 2026. 10 funds tracked by Wall St. Rank hold KF as of Q2 2026.

  • Chemistry Wealth Management held 5,654 shares of Korea Fund worth $425K as of Q2 2026.
  • Chemistry Wealth Management sold 6,070 Korea Fund shares in Q2 2026, an estimated $391K.
  • Korea Fund made up 0.07% of Chemistry Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Chemistry Wealth Management first reported a position in Korea Fund in Q1 2025 and has held it in 6 quarters since.
  • Chemistry Wealth Management's Korea Fund position peaked at $526K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Korea Fund as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.