Position in WF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$668,136
-$67,128 QoQ
Shares Held
11,640
+5.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#11
of 45 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BSW Wealth Partners holds $7,701,840 across 14 Banks - Regional names. WF ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIB |
Grupo Cibest S.A.
|
12,304 | $977,306 | |
| 2 | IBN |
Icici Bank Ltd
|
33,533 | $973,462 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,542 | $872,111 | |
| 4 | KB |
KB Financial Group Inc.
|
8,265 | $867,494 | |
| 5 | USB |
US Bancorp \De\
|
13,465 | $813,286 | |
| 6 | WF |
Woori Financial Group Inc.
This page
|
11,640 | $668,136 | |
| 7 | TFC |
Truist Financial Corp
|
11,011 | $548,568 | |
| 8 | FNB |
Fnb Corp/Pa/
|
20,165 | $384,748 |
All Filings in WF
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,136 | 11,640 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $735,264 | 11,040 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $660,446 | 11,234 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $559,366 | 9,962 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $439,812 | 8,844 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $277,588 | 8,316 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $268,062 | 8,578 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $311,779 | 8,726 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $294,191 | 9,182 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $297,707 | 9,180 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $255,177 | 8,444 | Shares | Sole | 2024-01-25 | |
| 2023-06-30 | $228,805 | 8,490 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $220,651 | 8,393 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $232,600 | 8,449 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||