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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

Frank Rimerman Advisors's WF Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Woori Financial (WF) stake by 66% in Q2 2026, buying an estimated $998K and bringing the position to 38,737 shares worth $2.22M. The position accounts for 0.13% of the portfolio, ranked #132.

Frank Rimerman Advisors first reported a position in WF in Q2 2025 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

Frank Rimerman Advisors held 38,737 shares of Woori Financial worth $2.22M as of Q2 2026.
Frank Rimerman Advisors bought 15,390 Woori Financial shares in Q2 2026, an estimated $998K.
Woori Financial made up 0.13% of Frank Rimerman Advisors's portfolio in Q2 2026, its #132 holding.
Frank Rimerman Advisors first reported a position in Woori Financial in Q2 2025 and has held it in 5 quarters since.
200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.