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

Pathstone 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 		$1.33M Buy
23,194
+1,986
+9% +$129K ﹤0.01% 1357
2026
Q1 		$1.41M Sell
21,208
-1,754
-8% -$118K 0.01% 1229
2025
Q4 		$1.35M Buy
22,962
+1,023
+5% +$57K 0.01% 1248
2025
Q3 		$1.23M Buy
21,939
+89
+0.4% +$4.85K ﹤0.01% 1300
2025
Q2 		$1.09M Buy
21,850
+4,712
+27% +$186K ﹤0.01% 1350
2025
Q1 		$572K Sell
17,138
-1,539
-8% -$51.4K ﹤0.01% 1653
2024
Q4 		$584K Sell
18,677
-248
-1% -$8.55K ﹤0.01% 1656
2024
Q3 		$676K Sell
18,925
-349
-2% -$12K ﹤0.01% 1580
2024
Q2 		$618K Buy
19,274
+842
+5% +$26.3K ﹤0.01% 1583
2024
Q1 		$598K Sell
18,432
-1,050
-5% -$33.7K ﹤0.01% 1592
2023
Q4 		$589K Buy
+19,482
New +$560K ﹤0.01% 1399

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

Pathstone Holdings's WF Position: Q2 2026 in Review

Pathstone Holdings increased its Woori Financial (WF) stake by 9.4% in Q2 2026, buying an estimated $129K and bringing the position to 23,194 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Pathstone Holdings first reported a position in WF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q1 2026. 199 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Pathstone Holdings held 23,194 shares of Woori Financial worth $1.33M as of Q2 2026.
  • Pathstone Holdings bought 1,986 Woori Financial shares in Q2 2026, an estimated $129K.
  • Woori Financial made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1357 holding.
  • Pathstone Holdings first reported a position in Woori Financial in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Woori Financial position peaked at $1.41M in Q1 2026.
  • 199 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

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