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Abound Wealth Management’s Woori Financial WF Stock Holding History

Abound Wealth Management’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 		$689 Hold
12
– – ﹤0.01% 892
2026
Q1 		$800 Sell
12
-14
-54% -$943 ﹤0.01% 1006
2025
Q4 		$1.53K Hold
26
– – ﹤0.01% 876
2025
Q3 		$1.46K Sell
26
-4
-13% -$218 ﹤0.01% 838
2025
Q2 		$1.49K Hold
30
– – ﹤0.01% 776
2025
Q1 		$1K Sell
30
-18
-38% -$601 ﹤0.01% 763
2024
Q4 		$1.5K Sell
48
-6
-11% -$207 ﹤0.01% 698
2024
Q3 		$1.93K Buy
54
+19
+54% +$655 ﹤0.01% 709
2024
Q2 		$1.12K Sell
35
-3
-8% -$94 ﹤0.01% 711
2024
Q1 		$1.23K Sell
38
-4
-10% -$128 ﹤0.01% 748
2023
Q4 		$1.27K Sell
42
-7
-14% -$201 ﹤0.01% 731
2023
Q3 		$1.34K Hold
49
– – ﹤0.01% 673
2023
Q2 		$1.32K Buy
+49
New +$1.32K ﹤0.01% 700

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

Abound Wealth Management's WF Position: Q2 2026 in Review

Abound Wealth Management held its Woori Financial (WF) position steady in Q2 2026 at 12 shares worth $689. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Abound Wealth Management first reported a position in WF in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.93K in Q3 2024. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Abound Wealth Management held 12 shares of Woori Financial worth $689 as of Q2 2026.
  • Abound Wealth Management left its Woori Financial share count unchanged in Q2 2026.
  • Woori Financial made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #892 holding.
  • Abound Wealth Management first reported a position in Woori Financial in Q2 2023 and has held it in 13 quarters since.
  • Abound Wealth Management's Woori Financial position peaked at $1.93K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.