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Principal Street Partners’s Woori Financial WF Stock Holding History

Principal Street Partners’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 		$267K Buy
4,656
+604
+15% +$39.2K 0.04% 209
2026
Q1 		$270K Buy
4,052
+99
+3% +$6.67K 0.04% 187
2025
Q4 		$232K Buy
3,953
+304
+8% +$16.9K 0.04% 205
2025
Q3 		$205K Sell
3,649
-3,251
-47% -$177K 0.03% 250
2025
Q2 		$343K Buy
+6,900
New +$273K 0.03% 249

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

Principal Street Partners's WF Position: Q2 2026 in Review

Principal Street Partners increased its Woori Financial (WF) stake by 15% in Q2 2026, buying an estimated $39.2K and bringing the position to 4,656 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #209.

Principal Street Partners first reported a position in WF in Q2 2025 and has held it in 5 quarters since. The position peaked at $343K in Q2 2025. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Principal Street Partners held 4,656 shares of Woori Financial worth $267K as of Q2 2026.
  • Principal Street Partners bought 604 Woori Financial shares in Q2 2026, an estimated $39.2K.
  • Woori Financial made up 0.04% of Principal Street Partners's portfolio in Q2 2026, its #209 holding.
  • Principal Street Partners first reported a position in Woori Financial in Q2 2025 and has held it in 5 quarters since.
  • Principal Street Partners's Woori Financial position peaked at $343K in Q2 2025.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.