Superior Planning, LLC’s Woori Financial WF Stock Holding History

Superior Planning, LLC’s Portfolio WF Stock Details WF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23.2K	Buy	+307	New	+$21.6K	0.01%	638

Other funds holding WF

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Superior Planning, LLC's WF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Woori Financial (WF) in Q3 2026: 307 shares worth $23.2K. The stake represents 0.01% of the portfolio and ranks #638 among its holdings.

162 funds tracked by Wall St. Rank hold WF as of Q3 2026.

Superior Planning, LLC held 307 shares of Woori Financial worth $23.2K as of Q3 2026.
Woori Financial was a new Superior Planning, LLC position in Q3 2026.
Woori Financial made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #638 holding.
162 funds tracked by Wall St. Rank held Woori Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.