Gleason Group
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Gleason Group’s Woori Financial WF Stock Holding History

Gleason Group’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 		$4.68K Sell
62
-35
-36% -$2.46K ﹤0.01% 325
2026
Q2 		$5.57K Buy
+97
New +$6.29K ﹤0.01% 307

Other funds holding WF

Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
MA
MW Advisory Atlanta, Georgia $252M AUM
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gleason Group's WF Position: Q3 2026 in Review

Gleason Group reduced its Woori Financial (WF) stake by 36% in Q3 2026, selling an estimated $2.46K and leaving 62 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Gleason Group first reported a position in WF in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.57K in Q2 2026. 34 funds tracked by Wall St. Rank hold WF as of Q3 2026.

  • Gleason Group held 62 shares of Woori Financial worth $4.68K as of Q3 2026.
  • Gleason Group sold 35 Woori Financial shares in Q3 2026, an estimated $2.46K.
  • Woori Financial made up ﹤0.01% of Gleason Group's portfolio in Q3 2026, its #325 holding.
  • Gleason Group first reported a position in Woori Financial in Q2 2026 and has held it in 2 quarters since.
  • Gleason Group's Woori Financial position peaked at $5.57K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Woori Financial as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.