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North Star Investment Management’s Woori Financial WF Stock Holding History

North Star Investment 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
Q1 		$43.2K Buy
648
+521
+410% +$35.1K ﹤0.01% 772
2025
Q4 		$7.47K Buy
127
+118
+1,311% +$6.57K ﹤0.01% 1020
2025
Q3 		$505 Buy
+9
New +$491 ﹤0.01% 1246

Other funds holding WF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

North Star Investment Management's WF Position: Q1 2026 in Review

North Star Investment Management increased its Woori Financial (WF) stake by 410% in Q1 2026, buying an estimated $35.1K and bringing the position to 648 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

North Star Investment Management first reported a position in WF in Q3 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold WF as of Q1 2026.

  • North Star Investment Management held 648 shares of Woori Financial worth $43.2K as of Q1 2026.
  • North Star Investment Management bought 521 Woori Financial shares in Q1 2026, an estimated $35.1K.
  • Woori Financial made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #772 holding.
  • North Star Investment Management first reported a position in Woori Financial in Q3 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.