Position in WF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$591,408
+$25,026 QoQ
Shares Held
8,880
-7.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026JMN Financial LLC holds $5,107,373 across 14 Banks - Regional names. WF ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSB |
SouthState Bank Corp
|
6,747 | $624,232 | |
| 2 | WF |
Woori Financial Group Inc.
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|
8,880 | $591,408 | |
| 3 | FULT |
Fulton Financial Corp
|
28,222 | $574,035 | |
| 4 | BBT |
Beacon Financial Corp
|
16,494 | $494,820 | |
| 5 | SHG |
Shinhan Financial Group Co Ltd
|
7,324 | $449,107 | |
| 6 | WSFS |
Wsfs Financial Corp
|
6,563 | $429,613 | |
| 7 | KB |
KB Financial Group Inc.
|
3,067 | $305,871 | |
| 8 | BPOP |
Popular, Inc.
|
2,091 | $280,549 |
All Filings in WF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $591,408 | 8,880 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $566,382 | 9,634 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||