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Crewe Advisors’s Woori Financial WF Stock Holding History

Crewe Advisors’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 		$2.58K Hold
45
– – ﹤0.01% 971
2026
Q1 		$3K Hold
45
– – ﹤0.01% 862
2025
Q4 		$2.65K Hold
45
– – ﹤0.01% 831
2025
Q3 		$2.53K Buy
+45
New +$2.45K ﹤0.01% 816

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

Crewe Advisors's WF Position: Q2 2026 in Review

Crewe Advisors held its Woori Financial (WF) position steady in Q2 2026 at 45 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Crewe Advisors first reported a position in WF in Q3 2025 and has held it in 4 quarters since. The position peaked at $3K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Crewe Advisors held 45 shares of Woori Financial worth $2.58K as of Q2 2026.
  • Crewe Advisors left its Woori Financial share count unchanged in Q2 2026.
  • Woori Financial made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #971 holding.
  • Crewe Advisors first reported a position in Woori Financial in Q3 2025 and has held it in 4 quarters since.
  • Crewe Advisors's Woori Financial position peaked at $3K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.