Aaron Wealth Advisors
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Aaron Wealth Advisors’s Woori Financial WF Stock Holding History

Aaron Wealth Advisors’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 		$847K Sell
11,212
-1,758
-14% -$124K 0.04% 293
2026
Q2 		$744K Buy
12,970
+4,236
+49% +$275K 0.04% 322
2026
Q1 		$582K Buy
8,734
+3,291
+60% +$222K 0.03% 358
2025
Q4 		$320K Buy
5,443
+333
+7% +$18.5K 0.02% 556
2025
Q3 		$287K Sell
5,110
-1,038
-17% -$56.6K 0.02% 535
2025
Q2 		$306K Buy
+6,148
New +$243K 0.03% 353
2022
Q2 		– Sell
-2,097
Closed -$79K – 846
2022
Q1 		$79K Buy
+2,097
New +$75.8K 0.02% 316

Other funds holding WF

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Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MW Advisory
MW Advisory Atlanta, Georgia $252M AUM
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Aaron Wealth Advisors's WF Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Woori Financial (WF) stake by 14% in Q3 2026, selling an estimated $124K and leaving 11,212 shares worth $847K. The position accounts for 0.04% of the portfolio, ranked #293.

Aaron Wealth Advisors first reported a position in WF in Q1 2022 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold WF as of Q3 2026.

  • Aaron Wealth Advisors held 11,212 shares of Woori Financial worth $847K as of Q3 2026.
  • Aaron Wealth Advisors sold 1,758 Woori Financial shares in Q3 2026, an estimated $124K.
  • Woori Financial made up 0.04% of Aaron Wealth Advisors's portfolio in Q3 2026, its #293 holding.
  • Aaron Wealth Advisors first reported a position in Woori Financial in Q1 2022 and has held it in 7 quarters since.
  • 34 funds tracked by Wall St. Rank held Woori Financial as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.