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Crestwood Advisors Group’s Woori Financial WF Stock Holding History

Crestwood Advisors Group’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 		$437K Buy
7,605
+3,142
+70% +$204K 0.01% 542
2026
Q1 		$297K Buy
4,463
+899
+25% +$60.5K 0.01% 577
2025
Q4 		$210K Buy
+3,564
New +$199K ﹤0.01% 654

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

Crestwood Advisors Group's WF Position: Q2 2026 in Review

Crestwood Advisors Group increased its Woori Financial (WF) stake by 70% in Q2 2026, buying an estimated $204K and bringing the position to 7,605 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #542.

Crestwood Advisors Group first reported a position in WF in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Crestwood Advisors Group held 7,605 shares of Woori Financial worth $437K as of Q2 2026.
  • Crestwood Advisors Group bought 3,142 Woori Financial shares in Q2 2026, an estimated $204K.
  • Woori Financial made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #542 holding.
  • Crestwood Advisors Group first reported a position in Woori Financial in Q4 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.