Granite FO LLC’s Woori Financial WF Stock Holding History

Granite FO LLC’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	$2.47K	Hold	43	–	–	﹤0.01%	132
2026 Q1	$2.86K	Hold	43	–	–	﹤0.01%	129
2025 Q4	$2.53K	Hold	43	–	–	﹤0.01%	137
2025 Q3	$2.41K	Hold	43	–	–	﹤0.01%	157
2025 Q2	$2.14K	Hold	43	–	–	﹤0.01%	161
2025 Q1	$1.44K	Hold	43	–	–	﹤0.01%	173
2024 Q4	$1.34K	Hold	43	–	–	﹤0.01%	175
2024 Q3	$1.54K	Buy	+43	New	+$1.48K	﹤0.01%	170
2024 Q2	–	Sell	-43	Closed	-$1.56K	–	191
2024 Q1	$1.56K	Hold	43	–	–	﹤0.01%	183
2023 Q4	$1.3K	Hold	43	–	–	﹤0.01%	157
2023 Q3	$1.18K	Hold	43	–	–	﹤0.01%	160
2023 Q2	$1.16K	Hold	43	–	–	﹤0.01%	169
2023 Q1	$1.14K	Hold	43	–	–	﹤0.01%	212
2022 Q4	$1.3K	Buy	+43	New	+$1.15K	﹤0.01%	140

Other funds holding WF

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return