MCM
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MAI Capital Management’s Woori Financial WF Stock Holding History

MAI Capital 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 		– Sell
-200
Closed -$13.3K – 4689
2026
Q1 		$13.3K Buy
200
+106
+113% +$7.14K ﹤0.01% 3002
2025
Q4 		$5.53K Sell
94
-415
-82% -$23.1K ﹤0.01% 3079
2025
Q3 		$28.6K Sell
509
-3,818
-88% -$208K ﹤0.01% 2241
2025
Q2 		$215K Buy
+4,327
New +$171K ﹤0.01% 1143

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

MAI Capital Management's WF Position: Q2 2026 in Review

MAI Capital Management sold out of Woori Financial (WF) in Q2 2026, closing a stake of 200 shares — an estimated $13.3K sold.

MAI Capital Management first reported a position in WF in Q2 2025 and held it in 4 quarters. The position peaked at $215K in Q2 2025. 199 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • MAI Capital Management reported no remaining Woori Financial position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 200 Woori Financial shares in Q2 2026, an estimated $13.3K.
  • MAI Capital Management first reported a position in Woori Financial in Q2 2025 and held it in 4 quarters.
  • MAI Capital Management's Woori Financial position peaked at $215K in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.