Position in WF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,700
-$8,948 QoQ
Shares Held
169
-39.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#168
of 196 holders
Holding Since
Dec 2025
3 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, 2026MCGUIRE CAPITAL ADVISORS INC holds $1,003,338 across 12 Banks - Regional names. WF ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLY |
Valley National Bancorp
|
34,775 | $509,453 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
2,846 | $199,419 | |
| 3 | HAPN |
Happen, Inc.
|
5,187 | $107,578 | |
| 4 | KB |
KB Financial Group Inc.
|
987 | $103,595 | |
| 5 | TFC |
Truist Financial Corp
|
425 | $21,173 | |
| 6 | USB |
US Bancorp De
|
321 | $19,388 | |
| 7 | MTB |
M&T Bank Corp
|
48 | $11,424 | |
| 8 | WF |
Woori Financial Group Inc.
This page
|
169 | $9,700 |
All Filings in WF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,700 | 169 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,648 | 280 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,935 | 169 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||