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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Frank Rimerman Advisors's WF Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Woori Financial (WF) stake by 46% in Q1 2026, buying an estimated $496K and bringing the position to 23,347 shares worth $1.55M. The position accounts for 0.1% of the portfolio, ranked #159.

Frank Rimerman Advisors first reported a position in WF in Q2 2025 and has held it in 4 quarters since. 197 funds tracked by Wall St. Rank hold WF as of Q1 2026.

Frank Rimerman Advisors held 23,347 shares of Woori Financial worth $1.55M as of Q1 2026.
Frank Rimerman Advisors bought 7,374 Woori Financial shares in Q1 2026, an estimated $496K.
Woori Financial made up 0.1% of Frank Rimerman Advisors's portfolio in Q1 2026, its #159 holding.
Frank Rimerman Advisors first reported a position in Woori Financial in Q2 2025 and has held it in 4 quarters since.
197 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.