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Bell Investment Advisors’s Woori Financial WF Stock Holding History

Bell Investment Advisors’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 		$45.5K Buy
793
+118
+17% +$7.66K 0.01% 289
2026
Q1 		$45K Buy
675
+172
+34% +$11.6K 0.01% 267
2025
Q4 		$29.6K Buy
503
+240
+91% +$13.4K ﹤0.01% 344
2025
Q3 		$14.8K Sell
263
-94
-26% -$5.12K ﹤0.01% 501
2025
Q2 		$17.8K Sell
357
-103
-22% -$4.07K ﹤0.01% 462
2025
Q1 		$15.4K Buy
460
+130
+39% +$4.34K ﹤0.01% 465
2024
Q4 		$10.3K Sell
330
-58
-15% -$2K ﹤0.01% 591
2024
Q3 		$13.9K Buy
388
+73
+23% +$2.52K ﹤0.01% 503
2024
Q2 		$10.1K Sell
315
-12
-4% -$375 ﹤0.01% 605
2024
Q1 		$10.6K Buy
327
+162
+98% +$5.19K ﹤0.01% 566
2023
Q4 		$4.99K Sell
165
-96
-37% -$2.76K ﹤0.01% 887
2023
Q3 		$7.16K Sell
261
-44
-14% -$1.19K ﹤0.01% 633
2023
Q2 		$8.22K Buy
305
+54
+22% +$1.46K ﹤0.01% 593
2023
Q1 		$6.6K Sell
251
-79
-24% -$2.26K ﹤0.01% 650
2022
Q4 		$9.09K Buy
330
+89
+37% +$2.38K ﹤0.01% 525
2022
Q3 		$5K Buy
241
+64
+36% +$1.68K ﹤0.01% 727
2022
Q2 		$5K Buy
+177
New +$6.23K ﹤0.01% 748
2021
Q4 		$5K Buy
+149
New +$4.85K ﹤0.01% 813

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

Bell Investment Advisors's WF Position: Q2 2026 in Review

Bell Investment Advisors increased its Woori Financial (WF) stake by 17% in Q2 2026, buying an estimated $7.66K and bringing the position to 793 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #289.

Bell Investment Advisors first reported a position in WF in Q4 2021 and has held it in 18 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Bell Investment Advisors held 793 shares of Woori Financial worth $45.5K as of Q2 2026.
  • Bell Investment Advisors bought 118 Woori Financial shares in Q2 2026, an estimated $7.66K.
  • Woori Financial made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #289 holding.
  • Bell Investment Advisors first reported a position in Woori Financial in Q4 2021 and has held it in 18 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.