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Strategic Global Advisors’s Woori Financial WF Stock Holding History

Strategic Global Advisors’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
Q1 		$427K Hold
6,412
– – 0.07% 132
2025
Q4 		$377K Sell
6,412
-70
-1% -$3.9K 0.06% 132
2025
Q3 		$364K Sell
6,482
-6,310
-49% -$344K 0.06% 125
2025
Q2 		$636K Hold
12,792
– – 0.1% 123
2025
Q1 		$427K Buy
12,792
+5,910
+86% +$197K 0.08% 127
2024
Q4 		$215K Hold
6,882
– – 0.04% 132
2024
Q3 		$246K Hold
6,882
– – 0.05% 133
2024
Q2 		$220K Hold
6,882
– – 0.05% 133
2024
Q1 		$223K Sell
6,882
-11,479
-63% -$368K 0.05% 134
2023
Q4 		$555K Sell
18,361
-1,808
-9% -$52K 0.13% 123
2023
Q3 		$553K Sell
20,169
-2,028
-9% -$54.7K 0.09% 119
2023
Q2 		$598K Sell
22,197
-2,535
-10% -$68.4K 0.09% 120
2023
Q1 		$650K Buy
24,732
+2,798
+13% +$80.2K 0.1% 112
2022
Q4 		$604K Sell
21,934
-36
-0.2% -$961 0.1% 109
2022
Q3 		$490K Buy
21,970
+581
+3% +$15.3K 0.08% 115
2022
Q2 		$605K Buy
21,389
+61
+0.3% +$2.15K 0.09% 115
2022
Q1 		$803K Buy
21,328
+314
+1% +$11.3K 0.12% 103
2021
Q4 		$1.66M Sell
21,014
-34,927
-62% -$1.14M 0.21% 110
2021
Q3 		$1.62M Buy
55,941
+48,241
+627% +$1.4M 0.24% 113
2021
Q2 		$233K Hold
7,700
– – 0.04% 142
2021
Q1 		$209K Buy
+7,700
New +$202K 0.04% 164
2019
Q4 		– Sell
-10,230
Closed -$319K – 162
2019
Q3 		$319K Buy
10,230
+4,750
+87% +$151K 0.07% 137
2019
Q2 		$201K Buy
+5,480
New +$198K 0.04% 148
2019
Q1 		– Sell
-5,480
Closed -$231K – 194
2018
Q4 		$231K Buy
+5,480
New +$235K 0.08% 157
2015
Q1 		– Sell
-52,625
Closed -$1.43M – 144
2014
Q4 		$1.43M Buy
+52,625
New +$1.67M 1.28% 13

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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Strategic Global Advisors's WF Position: Q1 2026 in Review

Strategic Global Advisors held its Woori Financial (WF) position steady in Q1 2026 at 6,412 shares worth $427K. The position accounts for 0.07% of the portfolio, ranked #132.

Strategic Global Advisors first reported a position in WF in Q4 2014 and has held it in 25 quarters since. The position peaked at $1.66M in Q4 2021. 197 funds tracked by Wall St. Rank hold WF as of Q1 2026.

  • Strategic Global Advisors held 6,412 shares of Woori Financial worth $427K as of Q1 2026.
  • Strategic Global Advisors left its Woori Financial share count unchanged in Q1 2026.
  • Woori Financial made up 0.07% of Strategic Global Advisors's portfolio in Q1 2026, its #132 holding.
  • Strategic Global Advisors first reported a position in Woori Financial in Q4 2014 and has held it in 25 quarters since.
  • Strategic Global Advisors's Woori Financial position peaked at $1.66M in Q4 2021.
  • 197 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.