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Elevation Wealth Partners’s Woori Financial WF Stock Holding History

Elevation Wealth Partners’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 		$27K Hold
358
– – 0.01% 579
2026
Q2 		$20.6K Buy
+358
New +$23.2K 0.01% 584

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Farther Finance Advisors
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Dynamic Advisor Solutions
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Resonant Capital Advisors
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Elevation Wealth Partners's WF Position: Q3 2026 in Review

Elevation Wealth Partners held its Woori Financial (WF) position steady in Q3 2026 at 358 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #579.

Elevation Wealth Partners 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.

  • Elevation Wealth Partners held 358 shares of Woori Financial worth $27K as of Q3 2026.
  • Elevation Wealth Partners left its Woori Financial share count unchanged in Q3 2026.
  • Woori Financial made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #579 holding.
  • Elevation Wealth Partners 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 Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.