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BSW Wealth Partners’s Woori Financial WF Stock Holding History

BSW Wealth 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 		$668K Buy
11,640
+600
+5% +$38.9K 0.07% 148
2026
Q1 		$735K Sell
11,040
-194
-2% -$13.1K 0.09% 131
2025
Q4 		$660K Buy
11,234
+1,272
+13% +$70.9K 0.08% 147
2025
Q3 		$559K Buy
9,962
+1,118
+13% +$60.9K 0.07% 161
2025
Q2 		$440K Buy
8,844
+528
+6% +$20.9K 0.06% 184
2025
Q1 		$278K Sell
8,316
-262
-3% -$8.75K 0.04% 242
2024
Q4 		$268K Sell
8,578
-148
-2% -$5.1K 0.04% 250
2024
Q3 		$312K Sell
8,726
-456
-5% -$15.7K 0.05% 224
2024
Q2 		$294K Buy
9,182
+2
+0% +$63 0.05% 212
2024
Q1 		$298K Buy
9,180
+736
+9% +$23.6K 0.05% 223
2023
Q4 		$255K Buy
+8,444
New +$243K 0.05% 225
2023
Q3 		– Sell
-8,490
Closed -$229K – 289
2023
Q2 		$229K Buy
8,490
+97
+1% +$2.62K 0.05% 234
2023
Q1 		$221K Sell
8,393
-56
-0.7% -$1.6K 0.05% 281
2022
Q4 		$233K Buy
+8,449
New +$226K 0.05% 255

Other funds holding WF

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

BSW Wealth Partners's WF Position: Q2 2026 in Review

BSW Wealth Partners increased its Woori Financial (WF) stake by 5.4% in Q2 2026, buying an estimated $38.9K and bringing the position to 11,640 shares worth $668K. The position accounts for 0.07% of the portfolio, ranked #148.

BSW Wealth Partners first reported a position in WF in Q4 2022 and has held it in 14 quarters since. The position peaked at $735K in Q1 2026. 37 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • BSW Wealth Partners held 11,640 shares of Woori Financial worth $668K as of Q2 2026.
  • BSW Wealth Partners bought 600 Woori Financial shares in Q2 2026, an estimated $38.9K.
  • Woori Financial made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #148 holding.
  • BSW Wealth Partners first reported a position in Woori Financial in Q4 2022 and has held it in 14 quarters since.
  • BSW Wealth Partners's Woori Financial position peaked at $735K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.