PDS Planning, Inc

Position in WF — Woori Financial Group Inc.

CIK 838618 DUBLIN, OH

Position in WF

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,062,761

+$122,769 QoQ

Shares Held

18,515

+31.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#58

of 199 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $13,284,176 across 24 Banks - Regional names. WF ranks #5 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HBAN	Huntington Bancshares Inc /Md/	126,637	$2,245,274
2	KB	KB Financial Group Inc.	11,908	$1,249,863
3	SHG	Shinhan Financial Group Co Ltd	19,494	$1,232,995
4	IBN	Icici Bank Ltd	39,669	$1,151,591
5	WF	Woori Financial Group Inc. This page	18,515	$1,062,761
6	MFG	Mizuho Financial Group Inc	78,912	$755,976
7	USB	US Bancorp \De\	9,314	$562,565
8	FITB	Fifth Third Bancorp	8,844	$498,536

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,062,761	18,515	+31.2%	Shares	Sole	2026-08-05
2026-03-31	$939,992	14,114	+4.6%	Shares	Sole	2026-04-22
2025-12-31	$793,253	13,493	+3.6%	Shares	Sole	2026-01-26
2025-09-30	$731,297	13,024	-3.1%	Shares	Sole	2025-10-21
2025-06-30	$668,371	13,440	+1.4%	Shares	Sole	2025-07-24
2025-03-31	$442,618	13,260	+11.8%	Shares	Sole	2025-04-24
2024-12-31	$370,531	11,857	-3.9%	Shares	Sole	2025-02-10
2024-09-30	$441,051	12,344	+0.4%	Shares	Sole	2024-10-30
2024-06-30	$393,963	12,296	+2.7%	Shares	Sole	2024-08-08
2024-03-31	$388,414	11,977	+3.5%	Shares	Sole	2024-05-01
2023-12-31	$349,766	11,574	+1.8%	Shares	Sole	2024-02-01
2023-09-30	$311,765	11,370	+4.0%	Shares	Sole	2023-10-23
2023-06-30	$294,536	10,929	+5.2%	Shares	Sole	2023-07-21
2023-03-31	$273,179	10,391	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.