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Summit Global Investments’s Woori Financial WF Stock Holding History

Summit Global Investments’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 		$321K Sell
5,588
-101
-2% -$6.55K 0.02% 437
2026
Q1 		$379K Buy
5,689
+1,093
+24% +$73.6K 0.02% 381
2025
Q4 		$270K Buy
+4,596
New +$256K 0.02% 427
2024
Q4 		– Sell
-27,077
Closed -$967K – 653
2024
Q3 		$967K Sell
27,077
-1,967
-7% -$67.8K 0.06% 244
2024
Q2 		$931K Buy
+29,044
New +$908K 0.06% 256

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

Summit Global Investments's WF Position: Q2 2026 in Review

Summit Global Investments reduced its Woori Financial (WF) stake by 1.8% in Q2 2026, selling an estimated $6.55K and leaving 5,588 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #437.

Summit Global Investments first reported a position in WF in Q2 2024 and has held it in 5 quarters since. The position peaked at $967K in Q3 2024. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Summit Global Investments held 5,588 shares of Woori Financial worth $321K as of Q2 2026.
  • Summit Global Investments sold 101 Woori Financial shares in Q2 2026, an estimated $6.55K.
  • Woori Financial made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #437 holding.
  • Summit Global Investments first reported a position in Woori Financial in Q2 2024 and has held it in 5 quarters since.
  • Summit Global Investments's Woori Financial position peaked at $967K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.