Osaic Holdings
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Osaic Holdings’s Woori Financial WF Stock Holding History

Osaic Holdings’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 		$415K Buy
7,237
+461
+7% +$29.9K ﹤0.01% 3822
2026
Q1 		$451K Buy
6,776
+5,523
+441% +$372K ﹤0.01% 3445
2025
Q4 		$73.7K Sell
1,253
-978
-44% -$54.5K ﹤0.01% 4964
2025
Q3 		$126K Buy
2,231
+1,189
+114% +$64.8K ﹤0.01% 4590
2025
Q2 		$51.1K Buy
1,042
+356
+52% +$14.1K ﹤0.01% 5032
2025
Q1 		$22.9K Sell
686
-206
-23% -$6.88K ﹤0.01% 5261
2024
Q4 		$27.9K Sell
892
-455
-34% -$15.7K ﹤0.01% 5114
2024
Q3 		$48.1K Buy
1,347
+165
+14% +$5.69K ﹤0.01% 4776
2024
Q2 		$37.9K Buy
1,182
+1,166
+7,288% +$36.5K ﹤0.01% 4893
2024
Q1 		$565 Sell
16
-442
-97% -$14.2K ﹤0.01% 6793
2023
Q4 		$13.8K Sell
458
-345
-43% -$9.92K ﹤0.01% 5677
2023
Q3 		$22K Buy
803
+393
+96% +$10.6K ﹤0.01% 5504
2023
Q2 		$11.1K Buy
410
+97
+31% +$2.62K ﹤0.01% 5905
2023
Q1 		$8.23K Sell
313
-1
-0.3% -$29 ﹤0.01% 6086
2022
Q4 		$8.25K Sell
314
-215
-41% -$5.74K ﹤0.01% 6038
2022
Q3 		$12K Buy
529
+81
+18% +$2.13K ﹤0.01% 5930
2022
Q2 		$13K Buy
448
+43
+11% +$1.51K ﹤0.01% 5920
2022
Q1 		$15K Sell
405
-250
-38% -$9.04K ﹤0.01% 5890
2021
Q4 		$21K Buy
655
+286
+78% +$9.31K ﹤0.01% 5769
2021
Q3 		$11K Buy
369
+4
+1% +$116 ﹤0.01% 6159
2021
Q2 		$11K Buy
365
+125
+52% +$3.69K ﹤0.01% 6025
2021
Q1 		$7K Sell
240
-256
-52% -$6.72K ﹤0.01% 6046
2020
Q4 		$14K Sell
496
-16
-3% -$411 ﹤0.01% 5369
2020
Q3 		$12K Sell
512
-387
-43% -$8.48K ﹤0.01% 5195
2020
Q2 		$20K Sell
899
-168
-16% -$3.52K ﹤0.01% 4810
2020
Q1 		$20K Buy
+1,067
New +$25.8K ﹤0.01% 4648

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

Osaic Holdings's WF Position: Q2 2026 in Review

Osaic Holdings increased its Woori Financial (WF) stake by 6.8% in Q2 2026, buying an estimated $29.9K and bringing the position to 7,237 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #3822.

Osaic Holdings first reported a position in WF in Q1 2020 and has held it in 26 quarters since. The position peaked at $451K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Osaic Holdings held 7,237 shares of Woori Financial worth $415K as of Q2 2026.
  • Osaic Holdings bought 461 Woori Financial shares in Q2 2026, an estimated $29.9K.
  • Woori Financial made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3822 holding.
  • Osaic Holdings first reported a position in Woori Financial in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Woori Financial position peaked at $451K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.