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PDS Planning’s Woori Financial WF Stock Holding History

PDS Planning’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 		$1.06M Buy
18,515
+4,401
+31% +$286K 0.06% 151
2026
Q1 		$940K Buy
14,114
+621
+5% +$41.8K 0.06% 148
2025
Q4 		$793K Buy
13,493
+469
+4% +$26.1K 0.05% 178
2025
Q3 		$731K Sell
13,024
-416
-3% -$22.7K 0.05% 181
2025
Q2 		$668K Buy
13,440
+180
+1% +$7.12K 0.05% 186
2025
Q1 		$443K Buy
13,260
+1,403
+12% +$46.8K 0.04% 225
2024
Q4 		$371K Sell
11,857
-487
-4% -$16.8K 0.03% 240
2024
Q3 		$441K Buy
12,344
+48
+0.4% +$1.66K 0.04% 217
2024
Q2 		$394K Buy
12,296
+319
+3% +$9.98K 0.04% 212
2024
Q1 		$388K Buy
11,977
+403
+3% +$12.9K 0.04% 205
2023
Q4 		$350K Buy
11,574
+204
+2% +$5.87K 0.04% 209
2023
Q3 		$312K Buy
11,370
+441
+4% +$11.9K 0.04% 207
2023
Q2 		$295K Buy
10,929
+538
+5% +$14.5K 0.04% 219
2023
Q1 		$273K Buy
+10,391
New +$298K 0.04% 215

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

PDS Planning's WF Position: Q2 2026 in Review

PDS Planning increased its Woori Financial (WF) stake by 31% in Q2 2026, buying an estimated $286K and bringing the position to 18,515 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #151.

PDS Planning first reported a position in WF in Q1 2023 and has held it in 14 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • PDS Planning held 18,515 shares of Woori Financial worth $1.06M as of Q2 2026.
  • PDS Planning bought 4,401 Woori Financial shares in Q2 2026, an estimated $286K.
  • Woori Financial made up 0.06% of PDS Planning's portfolio in Q2 2026, its #151 holding.
  • PDS Planning first reported a position in Woori Financial in Q1 2023 and has held it in 14 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.