Back to WF
Pinnacle Wealth Planning Services, Inc. → WF
Pinnacle Wealth Planning Services, Inc. WF Position History
Woori Financial Group Inc. • Financial Services
Quarters held
5
Latest value
$371K
Q3 2026
Peak value
$371K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $284K |
| Q4 2025 | $296K |
| Q1 2026 | $329K |
| Q2 2026 | $338K |
| Q3 2026 | $371K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $371K | 4.9K | — | — |
| Q2 2026 | $338K | 5.9K | — | — |
| Q1 2026 | $329K | 4.9K | — | — |
| Q4 2025 | $296K | 5.0K | — | — |
| Q3 2025 | $284K | 5.1K | — | — |
Other funds holding WF
$88.4M
$80.8M
$67.5M
$61.3M
$42.8M
$29.1M