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Lindbrook Capital’s Woori Financial WF Stock Holding History

Lindbrook Capital’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
2025
Q1 		$186K Buy
5,566
+188
+3% +$6.28K 0.02% 439
2024
Q4 		$168K Buy
5,378
+302
+6% +$10.4K 0.02% 421
2024
Q3 		$181K Sell
5,076
-1,006
-17% -$34.7K 0.02% 411
2024
Q2 		$195K Buy
6,082
+193
+3% +$6.04K 0.02% 368
2024
Q1 		$191K Buy
5,889
+354
+6% +$11.3K 0.02% 367
2023
Q4 		$167K Buy
5,535
+679
+14% +$19.5K 0.02% 382
2023
Q3 		$133K Buy
4,856
+95
+2% +$2.56K 0.01% 402
2023
Q2 		$128K Buy
4,761
+456
+11% +$12.3K 0.01% 426
2023
Q1 		$113K Buy
4,305
+49
+1% +$1.4K 0.01% 453
2022
Q4 		$117K Buy
4,256
+271
+7% +$7.24K 0.01% 447
2022
Q3 		$89K Buy
3,985
+165
+4% +$4.34K 0.02% 465
2022
Q2 		$108K Buy
3,820
+19
+0.5% +$668 0.02% 430
2022
Q1 		$143K Sell
3,801
-158
-4% -$5.71K 0.02% 370
2021
Q4 		$127K Sell
3,959
-48
-1% -$1.56K 0.02% 432
2021
Q3 		$116K Hold
4,007
– – 0.03% 242
2021
Q2 		$121K Hold
4,007
– – 0.03% 251
2021
Q1 		$109K Hold
4,007
– – 0.02% 259
2020
Q4 		$110K Sell
4,007
-569
-12% -$14.6K 0.03% 232
2020
Q3 		$101K Buy
4,576
+1,926
+73% +$42.2K 0.03% 206
2020
Q2 		$59K Sell
2,650
-553
-17% -$11.6K 0.02% 329
2020
Q1 		$60K Buy
3,203
+1,412
+79% +$34.2K 0.02% 283
2019
Q4 		$54K Buy
1,791
+1,207
+207% +$37K 0.02% 425
2019
Q3 		$18K Sell
584
-343
-37% -$10.9K 0.01% 750
2019
Q2 		$34K Sell
927
-468
-34% -$16.9K 0.01% 535
2019
Q1 		$50K Hold
1,395
– – 0.02% 409
2018
Q4 		$58K Buy
+1,395
New +$59.9K 0.03% 304

Other funds holding WF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Lindbrook Capital's WF Position: Q1 2025 in Review

Lindbrook Capital increased its Woori Financial (WF) stake by 3.5% in Q1 2025, buying an estimated $6.28K and bringing the position to 5,566 shares worth $186K. The position accounts for 0.02% of the portfolio, ranked #439.

Lindbrook Capital first reported a position in WF in Q4 2018 and has held it in 26 quarters since. The position peaked at $195K in Q2 2024. 131 funds tracked by Wall St. Rank hold WF as of Q1 2025.

  • Lindbrook Capital held 5,566 shares of Woori Financial worth $186K as of Q1 2025.
  • Lindbrook Capital bought 188 Woori Financial shares in Q1 2025, an estimated $6.28K.
  • Woori Financial made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #439 holding.
  • Lindbrook Capital first reported a position in Woori Financial in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Woori Financial position peaked at $195K in Q2 2024.
  • 131 funds tracked by Wall St. Rank held Woori Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.