AWM
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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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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. 33 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.
  • 33 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.