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Principal Securities’s Woori Financial WF Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-139
Closed -$7.8K – 3481
2025
Q3 		$7.8K Buy
139
+84
+153% +$4.58K ﹤0.01% 2811
2025
Q2 		$2.73K Sell
55
-73
-57% -$2.89K ﹤0.01% 3045
2025
Q1 		$4K Hold
128
– – ﹤0.01% 2847
2024
Q4 		$4K Sell
128
-86
-40% -$2.96K ﹤0.01% 2844
2024
Q3 		$7.65K Buy
214
+196
+1,089% +$6.76K ﹤0.01% 2543
2024
Q2 		$577 Hold
18
– – ﹤0.01% 3176
2024
Q1 		$584 Hold
18
– – ﹤0.01% 3123
2023
Q4 		$544 Buy
+18
New +$518 ﹤0.01% 3049

Other funds holding WF

BlackRock
BlackRock New York $5.72T 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Principal Securities's WF Position: Q4 2025 in Review

Principal Securities sold out of Woori Financial (WF) in Q4 2025, closing a stake of 139 shares — an estimated $7.8K sold.

Principal Securities first reported a position in WF in Q4 2023 and held it in 8 quarters. The position peaked at $7.8K in Q3 2025. 170 funds tracked by Wall St. Rank hold WF as of Q4 2025.

  • Principal Securities reported no remaining Woori Financial position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 139 Woori Financial shares in Q4 2025, an estimated $7.8K.
  • Principal Securities first reported a position in Woori Financial in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Woori Financial position peaked at $7.8K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Woori Financial as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.