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HB Wealth Management, LLC → WF

HB Wealth Management, LLC WF Position History

Woori Financial Group Inc. • Financial Services

Quarters held
4
Latest value
$802K
Q3 2026
Peak value
$802K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$366K
Q1 2026$517K
Q2 2026$595K
Q3 2026$802K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$802K10.6K——
Q2 2026$595K10.4K——
Q1 2026$517K7.8K——
Q4 2025$366K6.2K——

Other funds holding WF

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B