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Allworth Financial’s Woori Financial WF Stock Holding History

Allworth Financial’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 		$165K Buy
2,871
+129
+5% +$8.37K ﹤0.01% 1608
2026
Q1 		$183K Buy
2,742
+1,049
+62% +$70.6K ﹤0.01% 1458
2025
Q4 		$99.5K Buy
1,693
+187
+12% +$10.4K ﹤0.01% 1760
2025
Q3 		$84.6K Buy
1,506
+335
+29% +$18.3K ﹤0.01% 1773
2025
Q2 		$58.2K Buy
1,171
+238
+26% +$9.41K ﹤0.01% 1863
2025
Q1 		$34.2K Buy
933
+131
+16% +$4.37K ﹤0.01% 1748
2024
Q4 		$26.4K Buy
802
+20
+3% +$689 ﹤0.01% 1928
2024
Q3 		$27.9K Buy
782
+37
+5% +$1.28K ﹤0.01% 1703
2024
Q2 		$23.9K Buy
745
+41
+6% +$1.28K ﹤0.01% 1769
2024
Q1 		$22.8K Buy
704
+14
+2% +$449 ﹤0.01% 1699
2023
Q4 		$20.9K Buy
690
+48
+7% +$1.38K ﹤0.01% 1628
2023
Q3 		$17.6K Sell
642
-31
-5% -$836 ﹤0.01% 1609
2023
Q2 		$18.1K Buy
673
+127
+23% +$3.43K ﹤0.01% 1598
2023
Q1 		$14.4K Buy
546
+1
+0.2% +$29 ﹤0.01% 1640
2022
Q4 		$15K Buy
545
+272
+100% +$7.26K ﹤0.01% 1517
2022
Q3 		$6K Buy
273
+107
+64% +$2.81K ﹤0.01% 1847
2022
Q2 		$5K Buy
+166
New +$5.84K ﹤0.01% 1775

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

Allworth Financial's WF Position: Q2 2026 in Review

Allworth Financial increased its Woori Financial (WF) stake by 4.7% in Q2 2026, buying an estimated $8.37K and bringing the position to 2,871 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Allworth Financial first reported a position in WF in Q2 2022 and has held it in 17 quarters since. The position peaked at $183K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Allworth Financial held 2,871 shares of Woori Financial worth $165K as of Q2 2026.
  • Allworth Financial bought 129 Woori Financial shares in Q2 2026, an estimated $8.37K.
  • Woori Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1608 holding.
  • Allworth Financial first reported a position in Woori Financial in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's Woori Financial position peaked at $183K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.