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Equibles

West Family Investments, Inc.

Position in WF — Woori Financial Group Inc.

CIK 1568303 CARLSBAD, CA
Back to WF Full portfolio

Position in WF

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$721,231
+$109,444 QoQ
Shares Held
12,565
+36.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#73
of 200 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WF Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

West Family Investments, Inc. holds $13,716,937 across 29 Banks - Regional names. WF ranks #5 (5.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IBN
Icici Bank Ltd
 45,820 $1,330,154
2 KB
KB Financial Group Inc.
 8,811 $924,802
3 EWBC
East West Bancorp Inc
 6,242 $805,779
4 SHG
Shinhan Financial Group Co Ltd
 12,364 $782,023
5 WF
Woori Financial Group Inc.
This page 		12,565 $721,231
6 MFG
Mizuho Financial Group Inc
 71,823 $688,064
7 FNB
Fnb Corp/Pa/
 33,341 $636,146
8 PNC
Pnc Financial Services Group, Inc.
 2,489 $612,841

All Filings in WF

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $721,231 12,565
2026-03-31 $611,787 9,186
2025-12-31 $1,044,698 17,770
2025-09-30 $999,020 17,792
2025-06-30 $875,944 17,614
2025-03-31 $411,575 12,330
2024-12-31 $385,312 12,330
2024-09-30 $476,602 13,339
2024-06-30 $382,205 11,929
2024-03-31 $386,857 11,929
2023-12-31 $314,529 10,408
2023-09-30 $281,987 10,284
2023-06-30 $368,352 13,668
2023-03-31 $307,934 11,713
2022-12-31 $340,298 12,361
2022-09-30 $225,387 10,098