Carson Wealth (CWM LLC)
WF icon

Carson Wealth (CWM LLC)’s Woori Financial WF Stock Holding History

Carson Wealth (CWM LLC)’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 		$226K Sell
3,388
-86
-2% -$5.79K ﹤0.01% 2630
2025
Q4 		$204K Buy
3,474
+244
+8% +$13.6K ﹤0.01% 2564
2025
Q3 		$181K Buy
3,230
+243
+8% +$13.2K ﹤0.01% 2527
2025
Q2 		$149K Sell
2,987
-193
-6% -$7.63K ﹤0.01% 2417
2025
Q1 		$106K Sell
3,180
-1,101
-26% -$36.8K ﹤0.01% 2385
2024
Q4 		$134K Buy
4,281
+28
+0.7% +$965 ﹤0.01% 2086
2024
Q3 		$152K Buy
4,253
+124
+3% +$4.28K ﹤0.01% 1922
2024
Q2 		$132K Buy
4,129
+240
+6% +$7.51K ﹤0.01% 1812
2024
Q1 		$126K Buy
3,889
+382
+11% +$12.2K ﹤0.01% 1751
2023
Q4 		$106K Buy
3,507
+763
+28% +$21.9K ﹤0.01% 1729
2023
Q3 		$75K Buy
2,744
+23
+0.8% +$620 ﹤0.01% 1820
2023
Q2 		$73K Buy
2,721
+623
+30% +$16.8K ﹤0.01% 1751
2023
Q1 		$55K Buy
2,098
+678
+48% +$19.4K ﹤0.01% 1816
2022
Q4 		$39K Buy
1,420
+533
+60% +$14.2K ﹤0.01% 1902
2022
Q3 		$20K Buy
887
+215
+32% +$5.65K ﹤0.01% 2236
2022
Q2 		$19K Buy
672
+135
+25% +$4.75K ﹤0.01% 2165
2022
Q1 		$20K Buy
537
+334
+165% +$12.1K ﹤0.01% 2091
2021
Q4 		$7K Buy
+203
New +$6.61K ﹤0.01% 2583

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
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Woori Financial (WF) stake by 2.5% in Q1 2026, selling an estimated $5.79K and leaving 3,388 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

Carson Wealth (CWM LLC) first reported a position in WF in Q4 2021 and has held it in 18 quarters since. 198 funds tracked by Wall St. Rank hold WF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,388 shares of Woori Financial worth $226K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 86 Woori Financial shares in Q1 2026, an estimated $5.79K.
  • Woori Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2630 holding.
  • Carson Wealth (CWM LLC) first reported a position in Woori Financial in Q4 2021 and has held it in 18 quarters since.
  • 198 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.