Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Woori Financial WF Stock Holding History

Dynamic Advisor Solutions’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 		$304K Buy
4,018
+285
+8% +$20.1K 0.01% 830
2026
Q2 		$214K Buy
+3,733
New +$242K 0.01% 974

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MA
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Foster Group
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CWM
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Blue Trust Inc
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Farther Finance Advisors
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Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Dynamic Advisor Solutions's WF Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Woori Financial (WF) stake by 7.6% in Q3 2026, buying an estimated $20.1K and bringing the position to 4,018 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #830.

Dynamic Advisor Solutions first reported a position in WF in Q2 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold WF as of Q3 2026.

  • Dynamic Advisor Solutions held 4,018 shares of Woori Financial worth $304K as of Q3 2026.
  • Dynamic Advisor Solutions bought 285 Woori Financial shares in Q3 2026, an estimated $20.1K.
  • Woori Financial made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #830 holding.
  • Dynamic Advisor Solutions first reported a position in Woori Financial in Q2 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Woori Financial as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.