Blue Trust Inc
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Blue Trust Inc’s Woori Financial WF Stock Holding History

Blue Trust Inc’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
Q3 		$342K Buy
4,534
+393
+9% +$27.7K ﹤0.01% 602
2026
Q2 		$238K Sell
4,141
-9,314
-69% -$604K ﹤0.01% 732
2026
Q1 		$896K Sell
13,455
-1,564
-10% -$105K 0.01% 315
2025
Q4 		$883K Sell
15,019
-1,102
-7% -$61.4K 0.01% 314
2025
Q3 		$905K Buy
16,121
+4,572
+40% +$249K 0.01% 330
2025
Q2 		$574K Buy
11,549
+2,695
+30% +$107K 0.01% 406
2025
Q1 		$296K Sell
8,854
-2,074
-19% -$69.2K ﹤0.01% 571
2024
Q4 		$342K Sell
10,928
-25,203
-70% -$869K ﹤0.01% 496
2024
Q3 		$1.16M Buy
36,131
+25,275
+233% +$872K 0.02% 243
2024
Q2 		$352K Buy
10,856
+9,118
+525% +$285K ﹤0.01% 504
2024
Q1 		$56.4K Sell
1,738
-2,013
-54% -$64.5K ﹤0.01% 876
2023
Q4 		$103K Buy
3,751
+1,005
+37% +$28.9K ﹤0.01% 666
2023
Q3 		$74K Buy
2,746
+1,463
+114% +$39.5K ﹤0.01% 717
2023
Q2 		$34K Sell
1,283
-3,535
-73% -$95.4K ﹤0.01% 843
2023
Q1 		$132K Buy
4,818
+412
+9% +$11.8K ﹤0.01% 679
2022
Q4 		$98K Buy
4,406
+2,371
+117% +$63.3K ﹤0.01% 676
2022
Q3 		$57K Buy
2,035
+1,608
+377% +$42.3K ﹤0.01% 709
2022
Q2 		$16K Buy
+427
New +$15K ﹤0.01% 1051

Other funds holding WF

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
MW Advisory
MW Advisory Atlanta, Georgia $252M AUM
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Blue Trust Inc's WF Position: Q3 2026 in Review

Blue Trust Inc increased its Woori Financial (WF) stake by 9.5% in Q3 2026, buying an estimated $27.7K and bringing the position to 4,534 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Blue Trust Inc first reported a position in WF in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.16M in Q3 2024. 42 funds tracked by Wall St. Rank hold WF as of Q3 2026.

  • Blue Trust Inc held 4,534 shares of Woori Financial worth $342K as of Q3 2026.
  • Blue Trust Inc bought 393 Woori Financial shares in Q3 2026, an estimated $27.7K.
  • Woori Financial made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #602 holding.
  • Blue Trust Inc first reported a position in Woori Financial in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Woori Financial position peaked at $1.16M in Q3 2024.
  • 42 funds tracked by Wall St. Rank held Woori Financial as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.