LPL Financial’s Woori Financial WF Stock Holding History

LPL 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	$1.16M	Buy	20,255 +531	+3%	+$34.5K	﹤0.01%	4299
2026 Q1	$1.31M	Buy	19,724 +983	+5%	+$66.2K	﹤0.01%	3911
2025 Q4	$1.1M	Buy	18,741 +1,275	+7%	+$71K	﹤0.01%	3971
2025 Q3	$981K	Buy	17,466 +10,303	+144%	+$562K	﹤0.01%	4020
2025 Q2	$356K	Sell	7,163 -5,975	-45%	-$236K	﹤0.01%	4648
2025 Q1	$439K	Sell	13,138 -208	-2%	-$6.95K	﹤0.01%	4293
2024 Q4	$417K	Buy	13,346 +1,055	+9%	+$36.4K	﹤0.01%	4251
2024 Q3	$439K	Buy	12,291 +3,097	+34%	+$107K	﹤0.01%	4118
2024 Q2	$295K	Buy	9,194 +2,138	+30%	+$66.9K	﹤0.01%	4280
2024 Q1	$229K	Buy	+7,056	New	+$226K	﹤0.01%	4402

Other funds holding WF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

LPL Financial's WF Position: Q2 2026 in Review

LPL Financial increased its Woori Financial (WF) stake by 2.7% in Q2 2026, buying an estimated $34.5K and bringing the position to 20,255 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #4299.

LPL Financial first reported a position in WF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.31M in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

LPL Financial held 20,255 shares of Woori Financial worth $1.16M as of Q2 2026.
LPL Financial bought 531 Woori Financial shares in Q2 2026, an estimated $34.5K.
Woori Financial made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4299 holding.
LPL Financial first reported a position in Woori Financial in Q1 2024 and has held it in 10 quarters since.
LPL Financial's Woori Financial position peaked at $1.31M in Q1 2026.
200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.