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HB Wealth Management’s Woori Financial WF Stock Holding History

HB Wealth 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
Q1 		$517K Buy
7,770
+1,550
+25% +$104K ﹤0.01% 963
2025
Q4 		$366K Buy
6,220
+872
+16% +$48.6K ﹤0.01% 1044
2025
Q3 		$300K Sell
5,348
-381
-7% -$20.8K ﹤0.01% 1070
2025
Q2 		$285K Buy
+5,729
New +$227K ﹤0.01% 961

Other funds holding WF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

HB Wealth Management's WF Position: Q1 2026 in Review

HB Wealth Management increased its Woori Financial (WF) stake by 25% in Q1 2026, buying an estimated $104K and bringing the position to 7,770 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

HB Wealth Management first reported a position in WF in Q2 2025 and has held it in 4 quarters since. 197 funds tracked by Wall St. Rank hold WF as of Q1 2026.

  • HB Wealth Management held 7,770 shares of Woori Financial worth $517K as of Q1 2026.
  • HB Wealth Management bought 1,550 Woori Financial shares in Q1 2026, an estimated $104K.
  • Woori Financial made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #963 holding.
  • HB Wealth Management first reported a position in Woori Financial in Q2 2025 and has held it in 4 quarters since.
  • 197 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.