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Arax Advisory Partners’s Woori Financial WF Stock Holding History

Arax Advisory Partners’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 		$206K Buy
3,595
+2,051
+133% +$133K ﹤0.01% 2234
2026
Q1 		$103K Sell
1,544
-3,449
-69% -$232K ﹤0.01% 1370
2025
Q4 		$294K Buy
4,993
+1,305
+35% +$72.7K 0.01% 838
2025
Q3 		$207K Buy
3,688
+3,007
+442% +$164K ﹤0.01% 1254
2025
Q2 		$33.9K Buy
+681
New +$26.9K ﹤0.01% 1424

Other funds holding WF

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Morgan Stanley
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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

Arax Advisory Partners's WF Position: Q2 2026 in Review

Arax Advisory Partners increased its Woori Financial (WF) stake by 133% in Q2 2026, buying an estimated $133K and bringing the position to 3,595 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

Arax Advisory Partners first reported a position in WF in Q2 2025 and has held it in 5 quarters since. The position peaked at $294K in Q4 2025. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Arax Advisory Partners held 3,595 shares of Woori Financial worth $206K as of Q2 2026.
  • Arax Advisory Partners bought 2,051 Woori Financial shares in Q2 2026, an estimated $133K.
  • Woori Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2234 holding.
  • Arax Advisory Partners first reported a position in Woori Financial in Q2 2025 and has held it in 5 quarters since.
  • Arax Advisory Partners's Woori Financial position peaked at $294K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.