Private Trust Company’s Woori Financial WF Stock Holding History

Private Trust Company’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	$8.09K	Hold	141	–	–	﹤0.01%	2152
2026 Q1	$9.39K	Hold	141	–	–	﹤0.01%	2003
2025 Q4	$8.29K	Hold	141	–	–	﹤0.01%	2006
2025 Q3	$7.92K	Buy	141 +110	+355%	+$6K	﹤0.01%	1997
2025 Q2	$1.54K	Hold	31	–	–	﹤0.01%	2315
2025 Q1	$1.03K	Sell	31 -64	-67%	-$2.14K	﹤0.01%	2358
2024 Q4	$2.97K	Hold	95	–	–	﹤0.01%	2118
2024 Q3	$3.39K	Buy	95 +29	+44%	+$1K	﹤0.01%	2067
2024 Q2	$2.12K	Buy	66 +40	+154%	+$1.25K	﹤0.01%	2145
2024 Q1	$843	Buy	+26	New	+$833	﹤0.01%	2168
2023 Q2	–	Sell	-37	Closed	-$973	–	2377
2023 Q1	$973	Buy	+37	New	+$1.06K	﹤0.01%	2161
2022 Q3	–	Sell	-38	Closed	-$1K	–	2214
2022 Q2	$1K	Buy	+38	New	+$1.34K	﹤0.01%	2077

Other funds holding WF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

Private Trust Company's WF Position: Q2 2026 in Review

Private Trust Company held its Woori Financial (WF) position steady in Q2 2026 at 141 shares worth $8.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Private Trust Company first reported a position in WF in Q2 2022 and has held it in 12 quarters since. The position peaked at $9.39K in Q1 2026. 199 funds tracked by Wall St. Rank hold WF as of Q2 2026.

Private Trust Company held 141 shares of Woori Financial worth $8.09K as of Q2 2026.
Private Trust Company left its Woori Financial share count unchanged in Q2 2026.
Woori Financial made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2152 holding.
Private Trust Company first reported a position in Woori Financial in Q2 2022 and has held it in 12 quarters since.
Private Trust Company's Woori Financial position peaked at $9.39K in Q1 2026.
199 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.