Position in WF
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$418,388
+$4,669 QoQ
Shares Held
7,289
+17.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#16
of 45 holders
Holding Since
Mar 2024
8 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, 2026Canopy Partners, LLC holds $3,850,178 across 7 Banks - Regional names. WF ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
7,077 | $1,742,498 | |
| 2 | KB |
KB Financial Group Inc.
|
7,174 | $752,983 | |
| 3 | WF |
Woori Financial Group Inc.
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|
7,289 | $418,388 | |
| 4 | IBN |
Icici Bank Ltd
|
13,853 | $402,152 | |
| 5 | SHG |
Shinhan Financial Group Co Ltd
|
5,483 | $346,799 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
18,290 | $175,218 | |
| 7 | USB |
US Bancorp \De\
|
201 | $12,140 |
All Filings in WF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,388 | 7,289 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $413,719 | 6,212 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $361,499 | 6,149 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $345,266 | 6,149 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $301,910 | 6,071 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $201,481 | 6,036 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $222,776 | 6,235 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $200,352 | 6,178 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||