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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
Q2 		– Sell
-6,412
Closed -$427K – 163
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 $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

Strategic Global Advisors's WF Position: Q2 2026 in Review

Strategic Global Advisors sold out of Woori Financial (WF) in Q2 2026, closing a stake of 6,412 shares — an estimated $427K sold.

Strategic Global Advisors first reported a position in WF in Q4 2014 and held it in 25 quarters. The position peaked at $1.66M in Q4 2021. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Strategic Global Advisors reported no remaining Woori Financial position as of Q2 2026 after selling out during the quarter.
  • Strategic Global Advisors sold 6,412 Woori Financial shares in Q2 2026, an estimated $427K.
  • Strategic Global Advisors first reported a position in Woori Financial in Q4 2014 and held it in 25 quarters.
  • Strategic Global Advisors's Woori Financial position peaked at $1.66M in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Strategic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.