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HM Payson & Co’s Woori Financial WF Stock Holding History

HM Payson & Co’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 		$58.3K Buy
1,016
+508
+100% +$33K ﹤0.01% 674
2026
Q1 		$33.8K Hold
508
– – ﹤0.01% 773
2025
Q4 		$29.9K Hold
508
– – ﹤0.01% 779
2025
Q3 		$28.5K Buy
+508
New +$27.7K ﹤0.01% 783

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

HM Payson & Co's WF Position: Q2 2026 in Review

HM Payson & Co increased its Woori Financial (WF) stake by 100% in Q2 2026, buying an estimated $33K and bringing the position to 1,016 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

HM Payson & Co first reported a position in WF in Q3 2025 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • HM Payson & Co held 1,016 shares of Woori Financial worth $58.3K as of Q2 2026.
  • HM Payson & Co bought 508 Woori Financial shares in Q2 2026, an estimated $33K.
  • Woori Financial made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #674 holding.
  • HM Payson & Co first reported a position in Woori Financial in Q3 2025 and has held it in 4 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.