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Coldstream Capital Management’s Woori Financial WF Stock Holding History

Coldstream Capital Management’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 		$313K Sell
5,460
-6,656
-55% -$432K ﹤0.01% 946
2026
Q1 		$815K Sell
12,116
-183
-1% -$12.3K 0.01% 521
2025
Q4 		$723K Sell
12,299
-7,456
-38% -$415K 0.01% 558
2025
Q3 		$1.11M Buy
19,755
+9,382
+90% +$511K 0.01% 431
2025
Q2 		$516K Buy
10,373
+8,842
+578% +$350K 0.01% 643
2025
Q1 		$51.1K Buy
+1,531
New +$51.1K ﹤0.01% 1696

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

Coldstream Capital Management's WF Position: Q2 2026 in Review

Coldstream Capital Management reduced its Woori Financial (WF) stake by 55% in Q2 2026, selling an estimated $432K and leaving 5,460 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Coldstream Capital Management first reported a position in WF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.11M in Q3 2025. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Coldstream Capital Management held 5,460 shares of Woori Financial worth $313K as of Q2 2026.
  • Coldstream Capital Management sold 6,656 Woori Financial shares in Q2 2026, an estimated $432K.
  • Woori Financial made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #946 holding.
  • Coldstream Capital Management first reported a position in Woori Financial in Q1 2025 and has held it in 6 quarters since.
  • Coldstream Capital Management's Woori Financial position peaked at $1.11M in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.