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Centurion Wealth Management’s Woori Financial WF Stock Holding History

Centurion Wealth Management’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 		$517K Hold
6,850
– – 0.12% 150
2026
Q2 		$393K Hold
6,850
– – 0.09% 189
2026
Q1 		$456K Sell
6,850
-500
-7% -$33.7K 0.1% 181
2025
Q4 		$432K Hold
7,350
– – 0.09% 173
2025
Q3 		$413K Buy
+7,350
New +$401K 0.09% 179

Other funds holding WF

Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 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
MA
MW Advisory Atlanta, Georgia $252M AUM
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Centurion Wealth Management's WF Position: Q3 2026 in Review

Centurion Wealth Management held its Woori Financial (WF) position steady in Q3 2026 at 6,850 shares worth $517K. The position accounts for 0.12% of the portfolio, ranked #150.

Centurion Wealth Management first reported a position in WF in Q3 2025 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold WF as of Q3 2026.

  • Centurion Wealth Management held 6,850 shares of Woori Financial worth $517K as of Q3 2026.
  • Centurion Wealth Management left its Woori Financial share count unchanged in Q3 2026.
  • Woori Financial made up 0.12% of Centurion Wealth Management's portfolio in Q3 2026, its #150 holding.
  • Centurion Wealth Management first reported a position in Woori Financial in Q3 2025 and has held it in 5 quarters since.
  • 30 funds tracked by Wall St. Rank held Woori Financial as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.