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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
Q2 		$595K Buy
10,362
+2,592
+33% +$168K ﹤0.01% 1012
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 $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

HB Wealth Management's WF Position: Q2 2026 in Review

HB Wealth Management increased its Woori Financial (WF) stake by 33% in Q2 2026, buying an estimated $168K and bringing the position to 10,362 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

HB Wealth Management first reported a position in WF in Q2 2025 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • HB Wealth Management held 10,362 shares of Woori Financial worth $595K as of Q2 2026.
  • HB Wealth Management bought 2,592 Woori Financial shares in Q2 2026, an estimated $168K.
  • Woori Financial made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1012 holding.
  • HB Wealth Management first reported a position in Woori Financial in Q2 2025 and has held it in 5 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.