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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

Aaron Wealth Advisors's WF Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Woori Financial (WF) stake by 49% in Q2 2026, buying an estimated $275K and bringing the position to 12,970 shares worth $744K. The position accounts for 0.04% of the portfolio, ranked #322.

Aaron Wealth Advisors first reported a position in WF in Q1 2022 and has held it in 6 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Aaron Wealth Advisors held 12,970 shares of Woori Financial worth $744K as of Q2 2026.
  • Aaron Wealth Advisors bought 4,236 Woori Financial shares in Q2 2026, an estimated $275K.
  • Woori Financial made up 0.04% of Aaron Wealth Advisors's portfolio in Q2 2026, its #322 holding.
  • Aaron Wealth Advisors first reported a position in Woori Financial in Q1 2022 and has held it in 6 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.