Frank Rimerman Advisors’s Woori Financial WF Stock Holding History

Frank Rimerman 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 Q3	$2.33M	Sell	30,807 -7,930	-20%	-$558K	0.13%	122
2026 Q2	$2.22M	Buy	38,737 +15,390	+66%	+$998K	0.13%	132
2026 Q1	$1.55M	Buy	23,347 +7,374	+46%	+$496K	0.1%	159
2025 Q4	$939K	Buy	15,973 +5,047	+46%	+$281K	0.06%	244
2025 Q3	$613K	Buy	10,926 +6,473	+145%	+$353K	0.04%	321
2025 Q2	$221K	Buy	+4,453	New	+$176K	0.01%	524

Other funds holding WF

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Frank Rimerman Advisors's WF Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Woori Financial (WF) stake by 20% in Q3 2026, selling an estimated $558K and leaving 30,807 shares worth $2.33M. The position accounts for 0.13% of the portfolio, ranked #122.

Frank Rimerman Advisors first reported a position in WF in Q2 2025 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold WF as of Q3 2026.

Frank Rimerman Advisors held 30,807 shares of Woori Financial worth $2.33M as of Q3 2026.
Frank Rimerman Advisors sold 7,930 Woori Financial shares in Q3 2026, an estimated $558K.
Woori Financial made up 0.13% of Frank Rimerman Advisors's portfolio in Q3 2026, its #122 holding.
Frank Rimerman Advisors first reported a position in Woori Financial in Q2 2025 and has held it in 6 quarters since.
72 funds tracked by Wall St. Rank held Woori Financial as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.