Position in WF
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$426,998
+$1,757 QoQ
Shares Held
7,439
+16.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#14
of 45 holders
Holding Since
Mar 2025
6 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, 2026Foster Group, Inc. holds $3,334,670 across 9 Banks - Regional names. WF ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTBA |
West Bancorporation Inc
|
30,667 | $813,595 | |
| 2 | USB |
US Bancorp \De\
|
7,946 | $479,938 | |
| 3 | KB |
KB Financial Group Inc.
|
4,487 | $470,955 | |
| 4 | WF |
Woori Financial Group Inc.
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|
7,439 | $426,998 | |
| 5 | SHG |
Shinhan Financial Group Co Ltd
|
6,128 | $387,596 | |
| 6 | ATLO |
Ames National Corp
|
9,931 | $294,056 | |
| 7 | QCRH |
Qcr Holdings Inc
|
2,869 | $279,297 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
11,491 | $110,083 |
All Filings in WF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,998 | 7,439 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $425,241 | 6,385 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $364,439 | 6,199 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $348,073 | 6,199 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $308,276 | 6,199 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $220,675 | 6,611 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||