COLDSTREAM CAPITAL MANAGEMENT INC
Position in WF — Woori Financial Group Inc.
CIK 1082339
BELLEVUE, WA
Position in WF
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$806,925
+$83,868 QoQ
Shares Held
12,116
-1.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $41,716,603 across 46 Banks - Regional names. WF ranks #17 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
117,044 | $6,087,457 | |
| 2 | RF |
Regions Financial Corp
|
118,687 | $3,100,104 | |
| 3 | BANC |
Banc Of California, Inc.
|
139,092 | $2,445,236 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
10,949 | $2,278,377 | |
| 5 | OZK |
Bank OZK
|
43,947 | $2,016,727 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
39,511 | $1,943,941 | |
| 7 | LYG |
Lloyds Banking Group plc
|
292,419 | $1,470,867 | |
| 8 | IBN |
Icici Bank Ltd
|
56,331 | $1,458,972 |
All Filings in WF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $806,925 | 12,116 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $723,057 | 12,299 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,109,243 | 19,755 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $515,849 | 10,373 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $51,104 | 1,531 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||