AF
WF icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Allworth Financial's WF Position: Q1 2026 in Review

Allworth Financial increased its Woori Financial (WF) stake by 62% in Q1 2026, buying an estimated $70.6K and bringing the position to 2,742 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Allworth Financial first reported a position in WF in Q2 2022 and has held it in 16 quarters since. 197 funds tracked by Wall St. Rank hold WF as of Q1 2026.

  • Allworth Financial held 2,742 shares of Woori Financial worth $183K as of Q1 2026.
  • Allworth Financial bought 1,049 Woori Financial shares in Q1 2026, an estimated $70.6K.
  • Woori Financial made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1458 holding.
  • Allworth Financial first reported a position in Woori Financial in Q2 2022 and has held it in 16 quarters since.
  • 197 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.