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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
Q2 		$38.2K Buy
665
+17
+3% +$1.1K ﹤0.01% 799
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 $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

North Star Investment Management's WF Position: Q2 2026 in Review

North Star Investment Management increased its Woori Financial (WF) stake by 2.6% in Q2 2026, buying an estimated $1.1K and bringing the position to 665 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

North Star Investment Management first reported a position in WF in Q3 2025 and has held it in 4 quarters since. The position peaked at $43.2K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • North Star Investment Management held 665 shares of Woori Financial worth $38.2K as of Q2 2026.
  • North Star Investment Management bought 17 Woori Financial shares in Q2 2026, an estimated $1.1K.
  • Woori Financial made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #799 holding.
  • North Star Investment Management first reported a position in Woori Financial in Q3 2025 and has held it in 4 quarters since.
  • North Star Investment Management's Woori Financial position peaked at $43.2K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.