Pathstone Holdings
WF icon

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
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 $5.7T 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