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Pinnacle Wealth Planning Services’s Woori Financial WF Stock Holding History

Pinnacle Wealth Planning Services’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 		$338K Buy
5,885
+947
+19% +$61.4K 0.03% 332
2026
Q1 		$329K Sell
4,938
-92
-2% -$6.19K 0.03% 310
2025
Q4 		$296K Sell
5,030
-24
-0.5% -$1.34K 0.03% 330
2025
Q3 		$284K Sell
5,054
-55
-1% -$3K 0.03% 340
2025
Q2 		$254K Sell
5,109
-3,660
-42% -$145K 0.03% 344
2025
Q1 		$293K Buy
8,769
+166
+2% +$5.54K 0.04% 269
2024
Q4 		$269K Sell
8,603
-5,976
-41% -$206K 0.04% 278
2024
Q3 		$521K Sell
14,579
-3
-0% -$103 0.07% 186
2024
Q2 		$467K Sell
14,582
-21
-0.1% -$657 0.07% 198
2024
Q1 		$474K Buy
14,603
+16
+0.1% +$513 0.07% 197
2023
Q4 		$441K Sell
14,587
-4
-0% -$115 0.07% 192
2023
Q3 		$400K Hold
14,591
– – 0.07% 198
2023
Q2 		$393K Sell
14,591
-6
-0% -$162 0.06% 210
2023
Q1 		$384K Sell
14,597
-265
-2% -$7.59K 0.06% 222
2022
Q4 		$409K Buy
+14,862
New +$397K 0.07% 198
2022
Q2 		– Sell
-7,048
Closed -$265K – 486
2022
Q1 		$265K Buy
7,048
+501
+8% +$18.1K 0.05% 301
2021
Q4 		$210K Buy
+6,547
New +$213K 0.04% 356
2021
Q1 		– Sell
-4,372
Closed -$120K – 1939
2020
Q4 		$120K Buy
+4,372
New +$112K 0.03% 403

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

Pinnacle Wealth Planning Services's WF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Woori Financial (WF) stake by 19% in Q2 2026, buying an estimated $61.4K and bringing the position to 5,885 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #332.

Pinnacle Wealth Planning Services first reported a position in WF in Q4 2020 and has held it in 18 quarters since. The position peaked at $521K in Q3 2024. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,885 shares of Woori Financial worth $338K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 947 Woori Financial shares in Q2 2026, an estimated $61.4K.
  • Woori Financial made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #332 holding.
  • Pinnacle Wealth Planning Services first reported a position in Woori Financial in Q4 2020 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's Woori Financial position peaked at $521K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.