JF
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JMN Financial’s Woori Financial WF Stock Holding History

JMN Financial’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 		$521K Buy
9,078
+198
+2% +$12.8K 0.41% 64
2026
Q1 		$591K Sell
8,880
-754
-8% -$50.8K 0.58% 39
2025
Q4 		$566K Buy
+9,634
New +$537K 0.56% 41

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

JMN Financial's WF Position: Q2 2026 in Review

JMN Financial increased its Woori Financial (WF) stake by 2.2% in Q2 2026, buying an estimated $12.8K and bringing the position to 9,078 shares worth $521K. The position accounts for 0.41% of the portfolio, ranked #64.

JMN Financial first reported a position in WF in Q4 2025 and has held it in 3 quarters since. The position peaked at $591K in Q1 2026. 189 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • JMN Financial held 9,078 shares of Woori Financial worth $521K as of Q2 2026.
  • JMN Financial bought 198 Woori Financial shares in Q2 2026, an estimated $12.8K.
  • Woori Financial made up 0.41% of JMN Financial's portfolio in Q2 2026, its #64 holding.
  • JMN Financial first reported a position in Woori Financial in Q4 2025 and has held it in 3 quarters since.
  • JMN Financial's Woori Financial position peaked at $591K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.